How big is U.S. Wealth Group LLC's plan?

U.S. Wealth Group LLC's plan reported $5K in assets and 2 participants for 2024.

Original filing (PDF)20250915150326NAL0003239682001

U.S. Wealth Group LLC

Name: U.S. Wealth Group LLC — U.S. Wealth Group 401(k), Form 5500 (2024)
Creator: U.S. Wealth Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

U.S. Wealth Group 401(k) Plan

401(k) retirement plan · U.S. Wealth Group LLC's U.S. Wealth Group 401(k) Plan held $5K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

People on this filing

Robert J. Santarpia, Jr. signed U.S. Wealth Group LLC's 2024 Form 5500 as plan administrator.

Robert J. Santarpia, Jr. — 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

U.S. Wealth Group LLC's EIN is 20-5384471.

EIN 20-5384471

Plan number 002

Plan year 2024

ACK ID 20250915150326NAL0003239682001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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