How big is Bespoke Health and Wellness PLLC's plan?

Bespoke Health and Wellness PLLC's plan reported $452K in assets and 5 participants for 2024.

Original filing (PDF)20251005195038NAL0005054704001

Bespoke Health and Wellness PLLC

Name: Bespoke Health and Wellness PLLC — Bespoke Health, Form 5500 (2024)
Creator: Bespoke Health and Wellness PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Bespoke Health and Wellness 401(k) Plan

401(k) retirement plan · Bespoke Health and Wellness PLLC's Bespoke Health and Wellness 401(k) Plan held $452K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$452K

Net assets (EOY)

$452K

People on this filing

Shari Rosenbaum signed Bespoke Health and Wellness PLLC's 2024 Form 5500 as plan administrator.

Shari Rosenbaum — 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

Bespoke Health and Wellness PLLC's EIN is 99-1349708.

EIN 99-1349708

Plan number 001

Plan year 2024

ACK ID 20251005195038NAL0005054704001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Bespoke Health and Wellness PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Bespoke Health and Wellness PLLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for BESPOKE HEALTH AND WELLNESS PLLC.

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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