How big is Wealthcrest Financial Services, LLC's plan?

Wealthcrest Financial Services, LLC's plan reported $2.1M in assets and 4 participants for 2024.

Original filing (PDF)20250603120053NAL0007221171001

Wealthcrest Financial Services, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthcrest Financial Services, LLC 401(k) Plan

401(k) retirement plan · Wealthcrest Financial Services, LLC's Wealthcrest Financial Services, LLC 401(k) Plan held $2.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

Patrick B. Beagle signed Wealthcrest Financial Services, LLC's 2024 Form 5500 as plan administrator.

Patrick B. Beagle — 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

Wealthcrest Financial Services, LLC's EIN is 20-0856620.

EIN 20-0856620

Plan number 001

Plan year 2024

ACK ID 20250603120053NAL0007221171001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthcrest Financial Services, 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 WEALTHCREST FINANCIAL SERVICES, 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