Means Investment Co., Inc. DBA Means Wealth Management
Form 5500-SF
FILING_RECEIVED
Means Wealth Management 401(k) Plan
401(k) retirement plan · Means Investment Co., Inc. DBA Means Wealth Management's Means Wealth Management 401(k) Plan held $9.7M in plan assets for 21 participants in 2025.
Active participants
21
Accounts w/ balance
25
Plan assets (EOY)
$9.7M
Net assets (EOY)
$9.7M
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
81
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT.
Plan sponsor
Name
MEANS INVESTMENT CO., INC. DBA MEANS WEALTH MANAGEMENT
