How big is Wealthguard Advisors, Inc.'s plan?

Wealthguard Advisors, Inc.'s plan reported $2.1M in assets and 5 participants for 2025.

Original filing (PDF)20260401151725NAL0000691347001

Wealthguard Advisors, Inc.

Name: Wealthguard Advisors, Inc. — Wealthguard Advisors, Form 5500 (2025)
Creator: Wealthguard Advisors, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthguard Advisors, Inc. Defined Benefit Plan

Defined-benefit pension plan · Wealthguard Advisors, Inc.'s Wealthguard Advisors, Inc. Defined Benefit Plan held $2.1M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

People on this filing

ADAM Anderson signed Wealthguard Advisors, Inc.'s 2025 Form 5500 as plan administrator.

ADAM Anderson — 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

Wealthguard Advisors, Inc.'s EIN is 27-3328265.

EIN 27-3328265

Plan number 003

Plan year 2025

ACK ID 20260401151725NAL0000691347001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wealthguard Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wealthguard Advisors, Inc.'s plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTHGUARD ADVISORS, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score