How big is Camelback Wealth Consultants, LLC's plan?

Camelback Wealth Consultants, LLC's plan reported $504K in assets and 4 participants for 2024.

Original filing (PDF)20250829124532NAL0006117427001

Camelback Wealth Consultants, LLC

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

Form 5500-SF

FILING_RECEIVED

Camelback Wealth Consultants, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Camelback Wealth Consultants, LLC's Camelback Wealth Consultants, LLC 401(k) Profit Sharing Plan held $504K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

Plan identifiers

Camelback Wealth Consultants, LLC's EIN is 27-0901349.

EIN 27-0901349

Plan number 001

Plan year 2024

ACK ID 20250829124532NAL0006117427001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Camelback Wealth Consultants, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

Helping the score