How big is Fourstone Wealth Management, LLC's plan?

Fourstone Wealth Management, LLC's plan reported $2.9M in assets and 6 participants for 2024.

Original filing (PDF)20251002170943NAL0000739073001

Fourstone Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Fourstone Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Fourstone Wealth Management, LLC's Fourstone Wealth Management, LLC 401(k) Profit Sharing Plan held $2.9M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Fourstone Wealth Management, LLC's EIN is 26-0541626.

EIN 26-0541626

Plan number 001

Plan year 2024

ACK ID 20251002170943NAL0000739073001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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