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

Campbell Wealth Management, LLC's plan reported $75K in assets and 3 participants for 2024.

Original filing (PDF)20251012131200NAL0000814208001

Campbell Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Campbell Wealth Management 401(k) Plan

401(k) retirement plan · Campbell Wealth Management, LLC's Campbell Wealth Management 401(k) Plan held $75K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$75K

Net assets (EOY)

$75K

Plan identifiers

Campbell Wealth Management, LLC's EIN is 20-4805602.

EIN 20-4805602

Plan number 002

Plan year 2024

ACK ID 20251012131200NAL0000814208001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Campbell Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Knocking points off