How big is Wealthone's plan?

Wealthone's plan reported $1.9M in assets and 3 participants for 2023.

Original filing (PDF)20240529111234NAL0024521522001

Wealthone

Name: Wealthone — Wealthone 401(k) P/S Plan, Form 5500 (2023)
Creator: Wealthone
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthone 401(k) P/S Plan

401(k) retirement plan · Wealthone's Wealthone 401(k) P/S Plan held $1.9M in plan assets for 3 participants in 2023.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Todd Slingerland signed Wealthone's 2023 Form 5500 as plan administrator.

Todd Slingerland — 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

Wealthone's EIN is 05-0558883.

EIN 05-0558883

Plan number 001

Plan year 2023

ACK ID 20240529111234NAL0024521522001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wealthone from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wealthone'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 WEALTHONE.

Finding similar companies…

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

Knocking points off