How big is Tomeu Wealth Management's plan?

Tomeu Wealth Management's plan reported $442K in assets and 2 participants for 2025.

Original filing (PDF)20260206130031NAL0006699264001

Tomeu Wealth Management

Name: Tomeu Wealth Management — Tomeu Wealth Management, Form 5500 (2025)
Creator: Tomeu Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tomeu Wealth Management 401(k) Plan

401(k) retirement plan · Tomeu Wealth Management's Tomeu Wealth Management 401(k) Plan held $442K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$442K

Net assets (EOY)

$442K

Plan identifiers

Tomeu Wealth Management's EIN is 06-1740596.

EIN 06-1740596

Plan number 001

Plan year 2025

ACK ID 20260206130031NAL0006699264001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tomeu Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tomeu Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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