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

Teeple Wealth Management, LLC's plan reported $574K in assets and 10 participants for 2024.

Original filing (PDF)20250917154244NAL0000836530001

Teeple Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Teeple Wealth Management 401(k) Plan

401(k) retirement plan · Teeple Wealth Management, LLC's Teeple Wealth Management 401(k) Plan held $574K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$574K

Net assets (EOY)

$574K

People on this filing

Matthew Teeple signed Teeple Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Matthew Teeple — 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

Teeple Wealth Management, LLC's EIN is 26-2596756.

EIN 26-2596756

Plan number 001

Plan year 2024

ACK ID 20250917154244NAL0000836530001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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