Original filing (PDF)20241209143750NAL0006718675001

Wealth CMT

Name: Wealth CMT — Wealth CMT 401(k) Profit Sharing Plan, Form 5500 (2023)
Creator: Wealth CMT
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth CMT 401(k) Profit Sharing Plan

401(k) retirement plan · Wealth CMT's Wealth CMT 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Andrew Barnett signed Wealth CMT's 2023 Form 5500 as plan administrator.

Andrew Barnett — 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 CMT's EIN is 26-2557903.

EIN 26-2557903

Plan number 001

Plan year 2023

ACK ID 20241209143750NAL0006718675001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wealth CMT from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wealth CMT's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, 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 CMT.

Finding similar companies…

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