How big is Wealthmark LLC's plan?

Wealthmark LLC's plan reported $308K in assets and 3 participants for 2024.

Original filing (PDF)20250414110418NAL0003260386001

Wealthmark LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthmark LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wealthmark LLC's Wealthmark LLC 401(k) Profit Sharing Plan held $308K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$308K

Net assets (EOY)

$308K

People on this filing

Ben Esget signed Wealthmark LLC's 2024 Form 5500 as plan administrator.

Ben Esget — 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

Wealthmark LLC's EIN is 26-0512784.

EIN 26-0512784

Plan number 001

Plan year 2024

ACK ID 20250414110418NAL0003260386001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthmark LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTHMARK 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