Original filing (PDF)20251013085104NAL0000883409001

ALSPAUGH WEALTH MANAGEMENT, LLC

Name: ALSPAUGH WEALTH MANAGEMENT, LLC — ALSPAUGH WEALTH MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: ALSPAUGH WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ALSPAUGH WEALTH MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$543K

Net assets (EOY)

$543K

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).

Decision-maker contacts

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

Plan sponsor

Name

ALSPAUGH WEALTH MANAGEMENT, LLC

EIN

20-8856861all filings

Address

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

Phone

(573) 332-7855

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