How big is Ledgewood Wealth Advisors, LLC's plan?

Ledgewood Wealth Advisors, LLC's plan reported $1.9M in assets and 2 participants for 2024.

Original filing (PDF)20250425092255NAL0008713409001

Ledgewood Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Ledgewood Wealth Advisors, LLC Retirement Plan and Trust

Defined-contribution retirement plan · Ledgewood Wealth Advisors, LLC's Ledgewood Wealth Advisors, LLC Retirement Plan and Trust held $1.9M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Robert Wofchuck signed Ledgewood Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Robert Wofchuck — 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

Ledgewood Wealth Advisors, LLC's EIN is 22-3805731.

EIN 22-3805731

Plan number 001

Plan year 2024

ACK ID 20250425092255NAL0008713409001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ledgewood Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 LEDGEWOOD WEALTH ADVISORS, 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