How big is Latitude Wealth Management, LLC's plan?

Latitude Wealth Management, LLC's plan reported $574K in assets and 5 participants for 2024.

Original filing (PDF)20250630185353NAL0029221634001

Latitude Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Latitude Wealth Management, LLC Retirement Trust

401(k) retirement plan · Latitude Wealth Management, LLC's Latitude Wealth Management, LLC Retirement Trust held $574K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$574K

Net assets (EOY)

$574K

People on this filing

Mauricio Santos signed Latitude Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Mauricio Santos — 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

Latitude Wealth Management, LLC's EIN is 27-4162783.

EIN 27-4162783

Plan number 001

Plan year 2024

ACK ID 20250630185353NAL0029221634001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Latitude Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for LATITUDE WEALTH 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