How big is Wealth Advisors, LLC's plan?

Wealth Advisors, LLC's plan reported $3.1M in assets and 4 participants for 2024.

Original filing (PDF)20250728094426NAL0000664403001

Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Advisors, LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Wealth Advisors, LLC's Wealth Advisors, LLC Defined Benefit Pension Plan held $3.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

Wealth Advisors, LLC's EIN is 20-0611612.

EIN 20-0611612

Plan number 002

Plan year 2024

ACK ID 20250728094426NAL0000664403001

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 a defined-benefit pension formula.

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 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