Sponsor portfolio
BIP WEALTH, LLC
EIN 20-8540101financial servicesLatest filing 2024
Plans
1
Retirement
1
$3.9M assets
Welfare
0
Participants
73
3575 PIEDMONT ROAD NE BLDG 15, SUITE 730 - ATLANTA, GA 30305404-580-0254bipwealth.comLinkedIn51-200 employeesfinancial services
Plans on this EIN
1 filingPlan deep-dives
Open the plan detail for the full per-plan analytics: fees vs peers, audit grade, asset trajectory, contribution flow, Schedule C providers, and more.Retirement plans1
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 001 | BIP WEALTH'S 401(K) PLAN | 401k | $3.9M | 73 | 2024 |
Retirement plans