How big is Wealth Management Services' plan?

Wealth Management Services' plan reported $1.0M in assets and 7 participants for 2024.

Original filing (PDF)20250812145534NAL0008286545001

Wealth Management Services

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

Form 5500-SF

FILING_RECEIVED

Wealth Management Services 401(k) P/S Plan

401(k) retirement plan · Wealth Management Services' Wealth Management Services 401(k) P/S Plan held $1.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jeffrey Buchanan signed Wealth Management Services' 2024 Form 5500 as plan administrator.

Jeffrey Buchanan — 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 Management Services' EIN is 25-1833115.

EIN 25-1833115

Plan number 001

Plan year 2024

ACK ID 20250812145534NAL0008286545001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Management Services' plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 MANAGEMENT SERVICES.

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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