How big is Bangerter Financial Strategies, LLC's plan?

Bangerter Financial Strategies, LLC's plan reported $1.9M in assets and 5 participants for 2024.

Original filing (PDF)20250728103215NAL0000785763001

Bangerter Financial Strategies, LLC

Name: Bangerter Financial Strategies, LLC — Bangerter, Form 5500 (2024)
Creator: Bangerter Financial Strategies, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bangerter Financial Strateiges, LLC Defined Benefit Plan

Defined-benefit pension plan · Bangerter Financial Strategies, LLC's Bangerter Financial Strateiges, LLC Defined Benefit Plan held $1.9M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Jeffrey Bangerter signed Bangerter Financial Strategies, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Bangerter — 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

Bangerter Financial Strategies, LLC's EIN is 93-3358869.

EIN 93-3358869

Plan number 002

Plan year 2024

ACK ID 20250728103215NAL0000785763001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bangerter Financial Strategies, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bangerter Financial Strategies, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BANGERTER FINANCIAL STRATEGIES, LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score