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  2. BSW Wealth Partners

Filings through Oct 24, 2026.

BSW Wealth Partners

EIN 84-1447359-Finance and Insurance-Latest filing 2025
Plans
1
Retirement
1
$15.5M assets
Health & Benefits
0
Participants
33
2300 BROADWAY ST. - BOULDER, CO 80304303-444-9696
Plans on this EIN
1 filing
#001401(k)-$15.5M - 33 part

Plan summaries

The plan page shows fees vs peers, audit grade, asset history, contributions and Schedule C providers.

Retirement#001

BSW 401(K) RETIREMENT PLAN

401(k)

Assets$15.5M
Participants33
On the plan page
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan
This company has one plan on file. Open the plan page to see all of its data.

Retirement plans

1 plan on this EIN

PlanNameTypeAssetsParticipantsLatest year
#001BSW 401(K) RETIREMENT PLAN401(k)$15.5M332025
  • BSW 401(K) RETIREMENT PLAN$15.5M
    #001 · 401(k) · 202533
Retirement plans
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