How big is Ralph M Slocum's plan?

Ralph M Slocum's plan reported $39K in assets and 3 participants for 2024.

Original filing (PDF)20250529152124NAL0014308992001

Ralph M Slocum

Name: Ralph M Slocum — Slocum Wealth Management 401(k), Form 5500 (2024)
Creator: Ralph M Slocum
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Slocum Wealth Management 401(k) Plan

401(k) retirement plan · Ralph M Slocum's Slocum Wealth Management 401(k) Plan held $39K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$39K

Net assets (EOY)

$39K

People on this filing

Ralph Slocum signed Ralph M Slocum's 2024 Form 5500 as plan administrator.

Ralph Slocum — 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

Ralph M Slocum's EIN is 27-4132026.

EIN 27-4132026

Plan number 001

Plan year 2024

ACK ID 20250529152124NAL0014308992001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ralph M Slocum from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ralph M Slocum's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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