How big is Grand Wealth Management, LLC's plan?

Grand Wealth Management, LLC's plan reported $4.6M in assets and 12 participants for 2024.

Original filing (PDF)20250422092901NAL0004160609001

Grand Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Grand Wealth Management Retirement Savings Plan

401(k) retirement plan · Grand Wealth Management, LLC's Grand Wealth Management Retirement Savings Plan held $4.6M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Janelle Anderson signed Grand Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Janelle Anderson — 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

Grand Wealth Management, LLC's EIN is 20-1183428.

EIN 20-1183428

Plan number 001

Plan year 2024

ACK ID 20250422092901NAL0004160609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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