Original filing (PDF)20250526141319NAL0014774514001

WEALTH ENHANCEMENT, INC.

Name: WEALTH ENHANCEMENT, INC. — WEALTH ENHANCEMENT, INC. 401(K) & PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WEALTH ENHANCEMENT, INC.

Form 5500-SF

FILING_RECEIVED

WEALTH ENHANCEMENT, INC. 401(K) & PROFIT SHARING PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$223K

Net assets (EOY)

$223K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

WEALTH ENHANCEMENT, INC.

EIN

26-3250628all filings

Address

4928 NORTH WEST 84TH ROAD · CORAL SPRINGS, FL · 33067

Phone

(954) 562-2252

Industry

Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-26

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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