How big is Wealth Advisors Trust Company's plan?

Wealth Advisors Trust Company's plan reported $186K in assets and 15 participants for 2025.

Original filing (PDF)20260408135216NAL0013842082001

Wealth Advisors Trust Company

Name: Wealth Advisors Trust Company — Wealth Advisors, Form 5500 (2025)
Creator: Wealth Advisors Trust Company
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Advisors Trust Company 401(k) Retirement Plan

401(k) retirement plan · Wealth Advisors Trust Company's Wealth Advisors Trust Company 401(k) Retirement Plan held $186K in plan assets for 15 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$186K

Net assets (EOY)

$186K

Plan identifiers

Wealth Advisors Trust Company's EIN is 26-4421324.

EIN 26-4421324

Plan number 001

Plan year 2025

ACK ID 20260408135216NAL0013842082001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wealth Advisors Trust Company from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wealth Advisors Trust Company's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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