How big is Family Wealth Group, LLC's plan?

Family Wealth Group, LLC's plan reported $1.0M in assets and 29 participants for 2024.

Original filing (PDF)20251008193412NAL0014117874001

Family Wealth Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Family Wealth Group 401(k) Plan

401(k) retirement plan · Family Wealth Group, LLC's Family Wealth Group 401(k) Plan held $1.0M in plan assets for 29 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Family Wealth Group, LLC's EIN is 27-4466476.

EIN 27-4466476

Plan number 001

Plan year 2024

ACK ID 20251008193412NAL0014117874001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Family Wealth Group, 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 FAMILY WEALTH GROUP, LLC.

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Plan health score

Above-average plan

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