· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WEALTHPIRE INC — WEALTHPIRE INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250403143557NAL0005887891001
WEALTHPIRE INC
Form 5500-SF
FILING_RECEIVED
WEALTHPIRE INC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
5
Accounts w/ balance
6
Plan assets (EOY)
$1.8M
Net assets (EOY)
$1.8M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEALTHPIRE INC
.
Find decision makers
Plan sponsor
Name
WEALTHPIRE INC
EIN
20-5492561
Address
3435 OCEAN PARK BLVD · SUITE 107-334 · SANTA MONICA, CA · 904053320
Phone
(310) 775-0620
Industry
Retail Trade
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Retail Trade plans
WRIGHT CONSTRUCTION SERVICES I
WRIGHT CONSTRUCTION SERVICES I 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 19 participants
ELECTRONIC BUSINESS MACHINES
ELECTRONIC BUSINESS MACHINES 401(K) PLAN
$1.8M · 19 participants
COLTON GROUP INC
COLTON GROUP INC 401(K) PROFIT SHARING PLAN & TRUST
$1.8M · 25 participants
D & J SPECIALTIES, INC.
D & J SPECIALTIES, INC. PROFIT SHARING PLAN (002)
$1.8M · 5 participants
ALTEK BUSINESS SYSTEMS, INC.
ALTEK BUSINESS SYSTEMS, INC. 401(K) PROFIT SHARING PLAN
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$1.8M · 24 participants
KEY INVESTMENT GROUP LLC
KEY INVESTMENT GROUP 401(K) PLAN
$1.8M · 29 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
