How big is Processus Wealth & Capital Management, LLC's plan?

Processus Wealth & Capital Management, LLC's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20251002231743NAL0000577283001

Processus Wealth & Capital Management, LLC

Name: Processus Wealth & Capital Management, LLC — Form 5500 Plan 001 (2024)
Creator: Processus Wealth & Capital Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Processus Wealth & Capital Management 401(k) Plan

401(k) retirement plan · Processus Wealth & Capital Management, LLC's Processus Wealth & Capital Management 401(k) Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Processus Wealth & Capital Management, LLC's EIN is 27-4002556.

EIN 27-4002556

Plan number 001

Plan year 2024

ACK ID 20251002231743NAL0000577283001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Processus Wealth & Capital Management, LLC's plan includes profit-sharing, 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 PROCESSUS WEALTH & CAPITAL 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