How big is A4 Wealth Advisors, LLC's plan?

A4 Wealth Advisors, LLC's plan reported $5K in assets and 6 participants for 2024.

Original filing (PDF)20250506220152NAL0015546400015

A4 Wealth Advisors, LLC

Name: A4 Wealth Advisors, LLC — A4 Wealth Advisors 401(k), Form 5500 (2024)
Creator: A4 Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

A4 Wealth Advisors 401(k) Plan

401(k) retirement plan · A4 Wealth Advisors, LLC's A4 Wealth Advisors 401(k) Plan held $5K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

Plan identifiers

A4 Wealth Advisors, LLC's EIN is 26-3765471.

EIN 26-3765471

Plan number 001

Plan year 2024

ACK ID 20250506220152NAL0015546400015

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for A4 Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

A4 Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 A4 WEALTH ADVISORS, LLC.

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Plan health score

Above-average plan

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