How big is W3 Wealth Management, LLC's plan?

W3 Wealth Management, LLC's plan reported $8.1M in assets and 61 participants for 2024.

Original filing (PDF)20251007142613NAL0011738082001

W3 Wealth Management, LLC

Name: W3 Wealth Management, LLC — W3 Wealth Management, Form 5500 (2024)
Creator: W3 Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

W3 Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · W3 Wealth Management, LLC's W3 Wealth Management, LLC 401(k) Profit Sharing Plan held $8.1M in plan assets for 61 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.1M

Net assets (EOY)

$8.1M

Plan identifiers

W3 Wealth Management, LLC's EIN is 20-4881674.

EIN 20-4881674

Plan number 001

Plan year 2024

ACK ID 20251007142613NAL0011738082001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for W3 Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

W3 Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for W3 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

Helping the score