How big is T. A. Wealth Management, Inc.'s plan?

T. A. Wealth Management, Inc.'s plan reported $2.5M in assets and 2 participants for 2025.

Original filing (PDF)20260220083841NAL0010923395001

T. A. Wealth Management, Inc.

Name: T. A. Wealth Management, Inc. — T. A. Wealth, Form 5500 (2025)
Creator: T. A. Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

T. A. Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · T. A. Wealth Management, Inc.'s T. A. Wealth Management, Inc. 401(k) Plan held $2.5M in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.5M

Net assets (EOY)

$2.5M

Plan identifiers

T. A. Wealth Management, Inc.'s EIN is 26-4215671.

EIN 26-4215671

Plan number 001

Plan year 2025

ACK ID 20260220083841NAL0010923395001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for T. A. Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

T. A. Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

T. A. WEALTH MANAGEMENT, INC.

EIN

all filings

Address

13292 PELTO STREET · VENICE, FL · 34293

Phone

(855) 866-8296

Industry

Finance & Insurance

Plan administrator