How big is Wealthco Financial Group, LLC's plan?

Wealthco Financial Group, LLC's plan reported $1.6M in assets and 6 participants for 2024.

Original filing (PDF)20250818093418NAL0001085441001

Wealthco Financial Group, LLC

Name: Wealthco Financial Group, LLC — Wealthco Financial, Form 5500 (2024)
Creator: Wealthco Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthco Financial Group, LLC 401(k) Plan

401(k) retirement plan · Wealthco Financial Group, LLC's Wealthco Financial Group, LLC 401(k) Plan held $1.6M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Peter HERB signed Wealthco Financial Group, LLC's 2024 Form 5500 as plan administrator.

Peter HERB — 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

Wealthco Financial Group, LLC's EIN is 20-0537315.

EIN 20-0537315

Plan number 001

Plan year 2024

ACK ID 20250818093418NAL0001085441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealthco Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthco Financial Group, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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