How big is Box Hill Private Wealth, LLC's plan?

Box Hill Private Wealth, LLC's plan reported $381K in assets and 4 participants for 2025.

Original filing (PDF)20260216131526NAL0005015713001

Box Hill Private Wealth, LLC

Name: Box Hill Private Wealth, LLC — Box Hill Private, Form 5500 (2025)
Creator: Box Hill Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Box Hill Private Wealth, LLC 401(k)

401(k) retirement plan · Box Hill Private Wealth, LLC's Box Hill Private Wealth, LLC 401(k) held $381K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$381K

Net assets (EOY)

$381K

People on this filing

Shane Farina signed Box Hill Private Wealth, LLC's 2025 Form 5500 as plan administrator.

Shane Farina — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Box Hill Private Wealth, LLC's EIN is 88-4044716.

EIN 88-4044716

Plan number 001

Plan year 2025

ACK ID 20260216131526NAL0005015713001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Box Hill Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Box Hill Private Wealth, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BOX HILL PRIVATE WEALTH, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score