Wealthvest LLC: 401(k) plan, 149 participants (Bozeman, MT)
Wealthvest LLC (Bozeman, Montana): 401(k) plan, 149 participants (Bozeman, MT). Its participants of 149 is below the median of 294 (21st percentile). Dated 21 days ago, it is in the active follow-up window. Score 65/100. As of 2026-11-04, from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset).
Data as of · Compiled by Zalwin from U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
participants: 149 · 21th percentile of 126,658 BenefitPlanPulse records · 0.5x the median
Free preview: all 11 published fields of this record are shown below. Locked: 421 related MT BenefitPlanPulse records and the 6-column CSV export.
| Field | Value |
|---|---|
| Employer (plan sponsor) | Wealthvest LLC |
| EIN | 393337651 |
| Plan | Wealthvest LLC Retirement Trust |
| Plan type | 401(k) |
| Trigger | Plan with 100+ participants |
| Participants | 149 |
| Industry | Professional services |
| Location | Bozeman, MT |
| Plan effective | 2013-03-01 |
| Plan year | 2025 |
| Filed | 2026-10-15 |
| participants percentile | 21th of 126,658 (median 294, 0.5x median) |
| Peer records CSV (422 MT records) | 🔒 Click to unlock → |
| CRM-ready export with official source URLs | 🔒 Click to unlock → |
Watch Wealthvest LLC
Free email alert. Alert me when this company gets a new filing, lien, permit, contract or expiry in this feed. One confirmation email; unsubscribe any time.
Free for 1 company. More companies from $9/mo (25), $49/mo (500 + CSV), $199/mo (500 + CSV + API). Cancel any time from the link in every email.
Unlock Wealthvest + all 422 MT records (CSV)
Instant CSV download · Card, Apple Pay, Google Pay or Link via Stripe · No account required
CSV columns: Employer · Plan · Trigger · Participants · State · Filed · official source URL
- Source agency: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset)
- Record date: 2026-10-15
- Data refreshed: 2026-11-04
- Refunds on request within 14 days
Top BenefitPlanPulse records (MT first): Bd Of Trustees Ufcw Consolidated Pension Fund · Board Of Trustees Of The I.A.M. National Pension Fund · Trinet Hr III, INC. · Darden Restaurants, INC. · Board Of Trustees Of The Teamsters- National 401k Savings Pl · Browse all by state and category →
LIVE PUBLIC DATA Source: U.S. Department of Labor EBSA Form 5500 filings (current plan-year dataset) · Last refreshed: Wed, 04 Nov 2026 01:39:03 GMT
Is this your business? Add a "Listed on Zalwin" badge to your site
Paste this snippet into your website. It links to this public record; nothing is tracked on your site.
Peer benchmark and outreach value: Wealthvest LLC and 422 Montana peers
- Montana BenefitPlanPulse records like this one: 422
- Wealthvest LLC's participants: 21st percentile of 126,658 records
- Timing: Medium: dated in the last 30 days
- Estimated pipeline if you contact every Montana peer: $84,400 (peers × rate × deal size; an estimate from your assumptions, not a forecast)
65 / 100 Score
- Filed in the last 30 days.
- 149 participants.
- 401(k) plan.
What is the BenefitPlanPulse record for Wealthvest LLC in Bozeman, Montana?
Wealthvest LLC filed a Form 5500 for its 401(k) plan (plan with 100+ participants) with 149 participants on 2026-10-15.
How does Wealthvest LLC compare to other Montana BenefitPlanPulse records?
Its participants of 149 is below the median (21th percentile); smaller records often move faster and face less competition. It is 21 days old, still within a typical 45-day follow-up window.
Wealthvest LLC vs. top 3 peers
| Organization | Location | Amount | Percentile | Record date |
|---|---|---|---|---|
| Wealthvest LLC | Bozeman, MT | 149 | 21st | 2026-10-15 |
| Sofgen Pharmaceuticals LLC | Miramar, FL | 153 | 22nd | 2026-10-23 |
| Zarazophiya Enterprises | Elk Grove, CA | 122 | 12th | 2026-10-23 |
| Hoshino (USA), INC. | Bensalem, PA | 120 | 12th | 2026-10-23 |
Related records
BenefitPlanPulse: Plan with 100+ participants BenefitPlanPulse: 401(k) BenefitPlanPulse: records in Montana
More Montana public-record feeds
FEMA Hazard Mitigation Project Tracker in Montana School & Library E-Rate Contracts Up for Rebid in Montana New Health-Based Drinking Water Violations by Water System (EPA SDWIS) in Montana New NIH Research Awards by Organization in Montana New Trucking Company Registrations in Montana New NSF Research Awards by Institution in Montana Nursing Home Inspection Deficiencies by State & Severity in Montana Credit Union Quarterly Changes, Mergers & New Charters (NCUA Call Reports) in Montana
How to monitor Wealthvest LLC and peer plan with 100+ participants records
Get new BenefitPlanPulse records like Wealthvest LLC by email (free, weekly)
We email one confirmation link now; the weekly digest starts only after you confirm. One-click unsubscribe in every email.
Double opt-in: nothing is sent until you click the confirmation link. One-click unsubscribe.
Get new and changing plans in your territory
BenefitPlanPulse emails new plans, final filings and large plans matching your states, plan types and size.
✓ Read-only, live public data · Key and unlock right after payment · Card, Apple Pay, Google Pay or Link via Stripe · Refunds on request within 14 days
From public Form 5500 filings released by the U.S. Department of Labor. Employer and plan level only: we never list signers, contacts or participants. A final filing can mean a termination, merger or transfer; read the filing on EFAST.