How big is 3D Wealth Management Services, LLC's plan?

3D Wealth Management Services, LLC's plan reported $3.4M in assets and 7 participants for 2024.

Original filing (PDF)20250711094343NAL0009402000001

3D Wealth Management Services, LLC

Name: 3D Wealth Management Services, LLC — 3D Wealth, Form 5500 (2024)
Creator: 3D Wealth Management Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

3D Wealth Management Services, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · 3D Wealth Management Services, LLC's 3D Wealth Management Services, LLC 401(k) Profit Sharing Plan and Trust held $3.4M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.4M

Net assets (EOY)

$3.4M

People on this filing

Thomas Palumbo signed 3D Wealth Management Services, LLC's 2024 Form 5500 as plan administrator.

Thomas Palumbo — 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

3D Wealth Management Services, LLC's EIN is 11-2581237.

EIN 11-2581237

Plan number 001

Plan year 2024

ACK ID 20250711094343NAL0009402000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 3D Wealth Management Services, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

3D Wealth Management Services, LLC'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 3D WEALTH MANAGEMENT SERVICES, 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