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

Hassell Wealth Management, LLC's plan reported $2.2M in assets and 7 participants for 2024.

Original filing (PDF)20250729094423NAL0005504226001

Hassell Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Hassell Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Hassell Wealth Management, LLC's Hassell Wealth Management, LLC 401(k) Plan held $2.2M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

Hassell Wealth Management, LLC's EIN is 20-8064915.

EIN 20-8064915

Plan number 001

Plan year 2024

ACK ID 20250729094423NAL0005504226001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off