Means Investment Company, Inc. DBA Means Wealth Management
Form 5500-SF
FILING_RECEIVED
Means Wealth Management Cash Balance Plan
Defined-benefit pension plan · Means Investment Company, Inc. DBA Means Wealth Management's Means Wealth Management Cash Balance Plan held $1.1M in plan assets for 19 participants in 2025.
Active participants
19
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
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 50% of scoring inputs for this filing.
Compliance & integrity
100
Total plan cost
n/a
Plan health
n/a
Vendor & structure
100
Helping the score
Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.
Decision-maker contacts
One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEANS INVESTMENT COMPANY, INC. DBA MEANS WEALTH MANAGEMENT.
Plan sponsor
Name
MEANS INVESTMENT COMPANY, INC. DBA MEANS WEALTH MANAGEMENT
