How big is Maheras Wealth Management, Inc.'s plan?

Maheras Wealth Management, Inc.'s plan reported $2.1M in assets and 3 participants for 2024.

Original filing (PDF)20251013125156NAL0002873106001

Maheras Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Maheras Wealth Management, Inc. 401(k) Plan & Trust

401(k) retirement plan · Maheras Wealth Management, Inc.'s Maheras Wealth Management, Inc. 401(k) Plan & Trust held $2.1M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.1M

Net assets (EOY)

$2.1M

Plan identifiers

Maheras Wealth Management, Inc.'s EIN is 27-3649576.

EIN 27-3649576

Plan number 001

Plan year 2024

ACK ID 20251013125156NAL0002873106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Maheras Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MAHERAS WEALTH MANAGEMENT, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score