How big is New England Wealth Management LLC's plan?

New England Wealth Management LLC's plan reported $393K in assets and 8 participants for 2025.

Original filing (PDF)20260521134335NAL0002253089001

New England Wealth Management LLC

Name: New England Wealth Management LLC — New England, Form 5500 (2025)
Creator: New England Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

New England Wealth Management 401(k) Plan

401(k) retirement plan · New England Wealth Management LLC's New England Wealth Management 401(k) Plan held $393K in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$393K

Net assets (EOY)

$393K

People on this filing

Seth Larner signed New England Wealth Management LLC's 2025 Form 5500 as plan administrator.

Seth Larner — 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

New England Wealth Management LLC's EIN is 27-2366097.

EIN 27-2366097

Plan number 001

Plan year 2025

ACK ID 20260521134335NAL0002253089001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for New England Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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