How big is Cummings Wealth Management Group's plan?

Cummings Wealth Management Group's plan reported $1.4M in assets and 10 participants for 2024.

Original filing (PDF)20250903174132NAL0009219763001

Cummings Wealth Management Group

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

Form 5500-SF

FILING_RECEIVED

Cummings Wealth Management Group LLC 401(k) Plan

401(k) retirement plan · Cummings Wealth Management Group's Cummings Wealth Management Group LLC 401(k) Plan held $1.4M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Robert Cummings signed Cummings Wealth Management Group's 2024 Form 5500 as plan administrator.

Robert Cummings — 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

Cummings Wealth Management Group's EIN is 26-3890923.

EIN 26-3890923

Plan number 001

Plan year 2024

ACK ID 20250903174132NAL0009219763001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cummings Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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