How big is Think Financial Wealth Management's plan?

Think Financial Wealth Management's plan reported $470K in assets and 3 participants for 2024.

Original filing (PDF)20250612115730NAL0047551234001

Think Financial Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Think Financial Wealth Management 401(k) Plan

401(k) retirement plan · Think Financial Wealth Management's Think Financial Wealth Management 401(k) Plan held $470K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

Kyle Tatro signed Think Financial Wealth Management's 2024 Form 5500 as plan administrator.

Kyle Tatro — 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

Think Financial Wealth Management's EIN is 27-3017690.

EIN 27-3017690

Plan number 001

Plan year 2024

ACK ID 20250612115730NAL0047551234001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Think Financial Wealth Management'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 THINK FINANCIAL WEALTH MANAGEMENT.

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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