How big is Massaro Wealth Management LLC's plan?

Massaro Wealth Management LLC's plan reported $1.5M in assets and 6 participants for 2024.

Original filing (PDF)20250710092949NAL0008488976001

Massaro Wealth Management LLC

Name: Massaro Wealth Management LLC — MWM 401(k) Plan, Form 5500 (2024)
Creator: Massaro Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWM 401(k) Plan

401(k) retirement plan · Massaro Wealth Management LLC's MWM 401(k) Plan held $1.5M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Massaro Wealth Management LLC's EIN is 06-1544276.

EIN 06-1544276

Plan number 001

Plan year 2024

ACK ID 20250710092949NAL0008488976001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Massaro Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Massaro Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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