How big is Wealth Advisors LLC's plan?

Wealth Advisors LLC's plan reported $341K in assets and 9 participants for 2024.

Original filing (PDF)20250728054228NAL0002325072001

Wealth Advisors LLC

Name: Wealth Advisors LLC — Wealth, Tax and Insurance, Form 5500 (2024)
Creator: Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth, Tax and Insurance Advisors, LLC 401(k) Plan

401(k) retirement plan · Wealth Advisors LLC's Wealth, Tax and Insurance Advisors, LLC 401(k) Plan held $341K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$341K

Net assets (EOY)

$341K

People on this filing

Nolan Venable signed Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Nolan Venable — 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

Wealth Advisors LLC's EIN is 20-0611612.

EIN 20-0611612

Plan number 001

Plan year 2024

ACK ID 20250728054228NAL0002325072001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Advisors LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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