How big is Quaker Wealth Management's plan?

Quaker Wealth Management's plan reported $228K in assets and 5 participants for 2025.

Original filing (PDF)20260430220550NAL0000562960076

Quaker Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Quaker Wealth Management 401(k) Plan

401(k) retirement plan · Quaker Wealth Management's Quaker Wealth Management 401(k) Plan held $228K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$228K

Net assets (EOY)

$228K

Plan identifiers

Quaker Wealth Management's EIN is 20-5605392.

EIN 20-5605392

Plan number 001

Plan year 2025

ACK ID 20260430220550NAL0000562960076

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Quaker Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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