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

Erickson Wealth Management, LLC's plan reported $2.0M in assets and 4 participants for 2025.

Original filing (PDF)20260505103056NAL0001044256001

Erickson Wealth Management, LLC

Name: Erickson Wealth Management, LLC — Erickson Wealth, Form 5500 (2025)
Creator: Erickson Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Erickson Wealth Management, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Erickson Wealth Management, LLC's Erickson Wealth Management, LLC 401(k) Profit Sharing Plan and Trust held $2.0M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Eldon Erickson signed Erickson Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Eldon Erickson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Erickson Wealth Management, LLC's EIN is 20-5075762.

EIN 20-5075762

Plan number 001

Plan year 2025

ACK ID 20260505103056NAL0001044256001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Erickson Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Erickson 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 ERICKSON 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