How big is Wealth Management Associates' plan?

Wealth Management Associates' plan reported $2.0M in assets and 8 participants for 2024.

Original filing (PDF)20250930141300NAL0029514498001

Wealth Management Associates

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

Form 5500-SF

FILING_RECEIVED

Wealth Management Associates 401(k) Plan

401(k) retirement plan · Wealth Management Associates' Wealth Management Associates 401(k) Plan held $2.0M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

JON Sullivan signed Wealth Management Associates' 2024 Form 5500 as plan administrator.

JON Sullivan — 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 Management Associates' EIN is 26-2827331.

EIN 26-2827331

Plan number 001

Plan year 2024

ACK ID 20250930141300NAL0029514498001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Management Associates' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WEALTH MANAGEMENT ASSOCIATES.

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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