How big is The Wealth Group, Ltd.'s plan?

The Wealth Group, Ltd.'s plan reported $3.9M in assets and 12 participants for 2025.

Original filing (PDF)20260424091312NAL0012617426001

The Wealth Group, Ltd.

Name: The Wealth Group, Ltd. — The Wealth Group 401(k), Form 5500 (2025)
Creator: The Wealth Group, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wealth Group 401(k) Plan

401(k) retirement plan · The Wealth Group, Ltd.'s The Wealth Group 401(k) Plan held $3.9M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Austin Colby signed The Wealth Group, Ltd.'s 2025 Form 5500 as plan administrator.

Austin Colby — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

The Wealth Group, Ltd.'s EIN is 02-0617292.

EIN 02-0617292

Plan number 001

Plan year 2025

ACK ID 20260424091312NAL0012617426001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Wealth Group, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Wealth Group, Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WEALTH GROUP, LTD..

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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

Vendor & structure

100

Helping the score