How big is Schwallier Wealth Management LLC's plan?

Schwallier Wealth Management LLC's plan reported $311K in assets and 5 participants for 2025.

Original filing (PDF)20260423220931NAL0002764931074

Schwallier Wealth Management LLC

Name: Schwallier Wealth Management LLC — Schwallier Wealth, Form 5500 (2025)
Creator: Schwallier Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Schwallier Wealth Management 401(k) Plan

401(k) retirement plan · Schwallier Wealth Management LLC's Schwallier Wealth Management 401(k) Plan held $311K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$311K

Net assets (EOY)

$311K

People on this filing

Elantha Barry signed Schwallier Wealth Management LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Schwallier Wealth Management LLC's EIN is 26-0529182.

EIN 26-0529182

Plan number 001

Plan year 2025

ACK ID 20260423220931NAL0002764931074

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Schwallier Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Schwallier Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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