How big is Baldwin Wealth Strategies LLC's plan?

Baldwin Wealth Strategies LLC's plan reported $90K in assets and 3 participants for 2025.

Original filing (PDF)20260514093512NAL0016392450001

Baldwin Wealth Strategies LLC

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

Form 5500-SF

FILING_RECEIVED

Baldwin Wealth Strategies LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Baldwin Wealth Strategies LLC's Baldwin Wealth Strategies LLC 401(k) Profit Sharing Plan & Trust held $90K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

People on this filing

CHAD Baldwin signed Baldwin Wealth Strategies LLC's 2025 Form 5500 as plan administrator.

CHAD Baldwin — 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

Baldwin Wealth Strategies LLC's EIN is 93-3478803.

EIN 93-3478803

Plan number 001

Plan year 2025

ACK ID 20260514093512NAL0016392450001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Baldwin Wealth Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Baldwin Wealth Strategies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BALDWIN WEALTH STRATEGIES 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