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

Alspaugh Wealth Management, LLC's plan reported $543K in assets and 2 participants for 2024.

Original filing (PDF)20251013085104NAL0000883409001

Alspaugh Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Alspaugh Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Alspaugh Wealth Management, LLC's Alspaugh Wealth Management, LLC 401(k) Plan held $543K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

People on this filing

Brock Alspaugh signed Alspaugh Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Brock Alspaugh — 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

Alspaugh Wealth Management, LLC's EIN is 20-8856861.

EIN 20-8856861

Plan number 001

Plan year 2024

ACK ID 20251013085104NAL0000883409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Alspaugh Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 ALSPAUGH 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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ALSPAUGH WEALTH MANAGEMENT, LLC

EIN

all filings

Address

1923 N KINGSHIGHWAY · SUITE 4 · CAPE GIRARDEAU, MO · 63701

Phone

(573) 332-7855

Industry

Finance & Insurance

Plan administrator