How big is Scholar Wealth Management LLC's plan?

Scholar Wealth Management LLC's plan reported $1.2M in assets and 2 participants for 2024.

Original filing (PDF)20250528134916NAL0012283504001

Scholar Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Scholar Wealth Management LLC 401(k) Plan

401(k) retirement plan · Scholar Wealth Management LLC's Scholar Wealth Management LLC 401(k) Plan held $1.2M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Stephen Littenberg signed Scholar Wealth Management LLC's 2024 Form 5500 as plan administrator.

Stephen Littenberg — 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

Scholar Wealth Management LLC's EIN is 27-1954202.

EIN 27-1954202

Plan number 001

Plan year 2024

ACK ID 20250528134916NAL0012283504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Scholar Wealth Management LLC'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 SCHOLAR 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