How big is Wealthmark LLC's plan?

Wealthmark LLC's plan reported $924K in assets and 3 participants for 2024.

Original filing (PDF)20250820145010NAL0003403105001

Wealthmark LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthmark LLC Defined Benefit Pension Plan

Defined-benefit pension plan · Wealthmark LLC's Wealthmark LLC Defined Benefit Pension Plan held $924K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$924K

Net assets (EOY)

$924K

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 002

Plan year 2024

ACK ID 20250820145010NAL0003403105001

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 a defined-benefit pension formula.

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score