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

Tempewick Wealth Management, LLC's plan reported $962K in assets and 3 participants for 2024.

Original filing (PDF)20251010193337NAL0004882051001

Tempewick Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Tempewick Wealth Management, LLC Profit Sharing Plan

401(k) retirement plan · Tempewick Wealth Management, LLC's Tempewick Wealth Management, LLC Profit Sharing Plan held $962K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$962K

Net assets (EOY)

$962K

Plan identifiers

Tempewick Wealth Management, LLC's EIN is 20-4043673.

EIN 20-4043673

Plan number 001

Plan year 2024

ACK ID 20251010193337NAL0004882051001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tempewick Wealth Management, 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 TEMPEWICK WEALTH MANAGEMENT, LLC.

Finding similar companies…

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