Original filing (PDF)20250801064831NAL0006019745001

W WEALTH STRATEGIES, LLC

Name: W WEALTH STRATEGIES, LLC — W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN, Form 5500 (2024)
Creator: W WEALTH STRATEGIES, LLC

Form 5500-SF

FILING_RECEIVED

W WEALTH STRATEGIES, LLC PROFIT-SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for W WEALTH STRATEGIES, LLC.

Plan sponsor

Name

W WEALTH STRATEGIES, LLC

EIN

27-2754999

Address

150 WEST 56TH STREET · SUITE 4012 · NEW YORK, NY · 10019

Phone

(212) 938-7565

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-01

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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