How big is National Wealth Management LLC's plan?

National Wealth Management LLC's plan reported $521K in assets and 5 participants for 2025.

Original filing (PDF)20260507142748NAL0005812706001

National Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

National Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · National Wealth Management LLC's National Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $521K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$521K

Net assets (EOY)

$521K

People on this filing

Derek L BOCK signed National Wealth Management LLC's 2025 Form 5500 as plan administrator.

Derek L BOCK — 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

National Wealth Management LLC's EIN is 20-0341458.

EIN 20-0341458

Plan number 001

Plan year 2025

ACK ID 20260507142748NAL0005812706001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

National Wealth Management 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 NATIONAL 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