How big is Wealth Architects, LLC's plan?

Wealth Architects, LLC's plan reported $10.3M in assets and 25 participants for 2025.

Original filing (PDF)20260508162407NAL0004832672001

Wealth Architects, LLC

Name: Wealth Architects, LLC — Wealth Architects, LLC, Form 5500 (2025)
Creator: Wealth Architects, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Architects, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wealth Architects, LLC's Wealth Architects, LLC 401(k) Profit Sharing Plan held $10.3M in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10.3M

Net assets (EOY)

$10.3M

Plan identifiers

Wealth Architects, LLC's EIN is 20-3052198.

EIN 20-3052198

Plan number 001

Plan year 2025

ACK ID 20260508162407NAL0004832672001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wealth Architects, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wealth Architects, 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 WEALTH ARCHITECTS, 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