How big is Wealth Incorporated's plan?

Wealth Incorporated's plan reported $85K in assets and 3 participants for 2024.

Original filing (PDF)20251010113313NAL0012466816001

Wealth Incorporated

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

Form 5500-SF

FILING_RECEIVED

Wealth Incorporated 401(k) Plan

401(k) retirement plan · Wealth Incorporated's Wealth Incorporated 401(k) Plan held $85K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$85K

Net assets (EOY)

$85K

People on this filing

Richard Tatum signed Wealth Incorporated's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Wealth Incorporated's EIN is 20-8432335.

EIN 20-8432335

Plan number 001

Plan year 2024

ACK ID 20251010113313NAL0012466816001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Incorporated'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 WEALTH INCORPORATED.

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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