How big is Ledebuhr Wealth Management, LLC's plan?

Ledebuhr Wealth Management, LLC's plan reported $1.9M in assets and 4 participants for 2024.

Original filing (PDF)20250630121410NAL0011778385001

Ledebuhr Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Ledebuhr Wealth Management, LLC 401(k) Plan and Trust

401(k) retirement plan · Ledebuhr Wealth Management, LLC's Ledebuhr Wealth Management, LLC 401(k) Plan and Trust held $1.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Peter E. Ledebuhr signed Ledebuhr Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Peter E. Ledebuhr — 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

Ledebuhr Wealth Management, LLC's EIN is 27-1233571.

EIN 27-1233571

Plan number 001

Plan year 2024

ACK ID 20250630121410NAL0011778385001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ledebuhr Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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