How big is Fourth Dimension Wealth, LLC's plan?

Fourth Dimension Wealth, LLC's plan reported $1.5M in assets and 8 participants for 2024.

Original filing (PDF)20250604153451NAL0007933667001

Fourth Dimension Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Fourth Dimension Wealth, LLC 401(k) & Profit Sharing Plan

401(k) retirement plan · Fourth Dimension Wealth, LLC's Fourth Dimension Wealth, LLC 401(k) & Profit Sharing Plan held $1.5M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Anthony Warren signed Fourth Dimension Wealth, LLC's 2024 Form 5500 as plan administrator.

Anthony Warren — 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

Fourth Dimension Wealth, LLC's EIN is 27-4624339.

EIN 27-4624339

Plan number 001

Plan year 2024

ACK ID 20250604153451NAL0007933667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fourth Dimension Wealth, LLC'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 FOURTH DIMENSION WEALTH, 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