How big is Manifest Wealth Management's plan?

Manifest Wealth Management's plan reported $690K in assets and 12 participants for 2024.

Original filing (PDF)20250827101930NAL0004933827001

Manifest Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Manifest Wealth Management 401(k) Savings Plan

Defined-contribution retirement plan · Manifest Wealth Management's Manifest Wealth Management 401(k) Savings Plan held $690K in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$690K

Net assets (EOY)

$690K

Plan identifiers

Manifest Wealth Management's EIN is 20-4039065.

EIN 20-4039065

Plan number 001

Plan year 2024

ACK ID 20250827101930NAL0004933827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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