How big is Wealth Evolution Group's plan?

Wealth Evolution Group's plan reported $729K in assets and 2 participants for 2024.

Original filing (PDF)20251009143950NAL0004002419001

Wealth Evolution Group

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

Form 5500-SF

FILING_RECEIVED

Wealth Evolution Group Retirement Plan

401(k) retirement plan · Wealth Evolution Group's Wealth Evolution Group Retirement Plan held $729K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$729K

Net assets (EOY)

$729K

Plan identifiers

Wealth Evolution Group's EIN is 27-1163851.

EIN 27-1163851

Plan number 002

Plan year 2024

ACK ID 20251009143950NAL0004002419001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score