How big is Wadsworth Financial Consulting, LLC's plan?

Wadsworth Financial Consulting, LLC's plan reported $178K in assets and 8 participants for 2024.

Original filing (PDF)20251014104731NAL0003679984001

Wadsworth Financial Consulting, LLC

Name: Wadsworth Financial Consulting, LLC — Wadsworth, Form 5500 (2024)
Creator: Wadsworth Financial Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wadsworth Financial Consulting, LLC 401(k) Retirement Plan

401(k) retirement plan · Wadsworth Financial Consulting, LLC's Wadsworth Financial Consulting, LLC 401(k) Retirement Plan held $178K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$178K

Net assets (EOY)

$178K

Plan identifiers

Wadsworth Financial Consulting, LLC's EIN is 20-4704840.

EIN 20-4704840

Plan number 001

Plan year 2024

ACK ID 20251014104731NAL0003679984001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wadsworth Financial Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wadsworth Financial Consulting, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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