How big is Reston Wealth Management's plan?

Reston Wealth Management's plan reported $3.2M in assets and 8 participants for 2024.

Original filing (PDF)20250903154822NAL0015338433001

Reston Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Reston Wealth Management Retirement Plan

401(k) retirement plan · Reston Wealth Management's Reston Wealth Management Retirement Plan held $3.2M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

Plan identifiers

Reston Wealth Management's EIN is 20-0033883.

EIN 20-0033883

Plan number 001

Plan year 2024

ACK ID 20250903154822NAL0015338433001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Reston Wealth Management's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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