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

Hackett Wealth Management, LLC's plan reported $384K in assets and 2 participants for 2024.

Original filing (PDF)20250514130038NAL0018827473001

Hackett Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Hackett Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Hackett Wealth Management, LLC's Hackett Wealth Management 401(k) Profit Sharing Plan held $384K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$384K

Net assets (EOY)

$384K

Plan identifiers

Hackett Wealth Management, LLC's EIN is 26-3670545.

EIN 26-3670545

Plan number 003

Plan year 2024

ACK ID 20250514130038NAL0018827473001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Hackett Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

Knocking points off