How big is Wealth Advisory Group, Inc.'s plan?

Wealth Advisory Group, Inc.'s plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250519110946NAL0000718675001

Wealth Advisory Group, Inc.

Name: Wealth Advisory Group, Inc. — Wealth Advisory Group, Form 5500 (2024)
Creator: Wealth Advisory Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Advisory Group, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Wealth Advisory Group, Inc.'s Wealth Advisory Group, Inc. 401(k) Profit Sharing Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

Wealth Advisory Group, Inc.'s EIN is 20-8192117.

EIN 20-8192117

Plan number 001

Plan year 2024

ACK ID 20250519110946NAL0000718675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Advisory Group, Inc.'s plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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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