How big is Bertain Escobar Wealth Management's plan?

Bertain Escobar Wealth Management's plan reported $314K in assets and 7 participants for 2024.

Original filing (PDF)20250731180626NAL0011182722002

Bertain Escobar Wealth Management

Name: Bertain Escobar Wealth Management — Bertain Escobar, Form 5500 (2024)
Creator: Bertain Escobar Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bertain Escobar Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Bertain Escobar Wealth Management's Bertain Escobar Wealth Management 401(k) Profit Sharing Plan held $314K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$314K

Net assets (EOY)

$314K

Plan identifiers

Bertain Escobar Wealth Management's EIN is 93-3095321.

EIN 93-3095321

Plan number 002

Plan year 2024

ACK ID 20250731180626NAL0011182722002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bertain Escobar Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bertain Escobar Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BERTAIN ESCOBAR WEALTH MANAGEMENT.

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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