Original filing (PDF)20250416220524NAL0000125987091

WEALTH MANAGEMENT CONSULTANTS INC.

Name: WEALTH MANAGEMENT CONSULTANTS INC. — WEALTH MANAGEMENT CONSULTANTS 401(K) PLAN, Form 5500 (2024)
Creator: WEALTH MANAGEMENT CONSULTANTS INC.

Form 5500-SF

FILING_RECEIVED

WEALTH MANAGEMENT CONSULTANTS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

Plan health score

Above-average plan

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WEALTH MANAGEMENT CONSULTANTS INC.

EIN

20-4412035all filings

Address

611 DRUID RD. EAST · SUITE 707 · CLEARWATER, FL · 33756

Phone

(601) 466-0289

Industry

Insurance Agencies & Brokerages· Finance & Insurancesee all

Plan administrator