How big is Reston Wealth Management's plan?

Reston Wealth Management's plan reported $548K in assets and 8 participants for 2024.

Original filing (PDF)20250923153527NAL0015217458001

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 Cash Balance Pension Plan

Defined-benefit pension plan · Reston Wealth Management's Reston Wealth Management Cash Balance Pension Plan held $548K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$548K

Net assets (EOY)

$548K

Plan identifiers

Reston Wealth Management's EIN is 20-0033883.

EIN 20-0033883

Plan number 002

Plan year 2024

ACK ID 20250923153527NAL0015217458001

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 a cash-balance formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score