How big is Wealthcare, LLC's plan?

Wealthcare, LLC's plan reported $2.6M in assets and 11 participants for 2024.

Original filing (PDF)20250730163021NAL0005017681007

Wealthcare, LLC

Name: Wealthcare, LLC — Wealthcare, LLC 401(k) Profit, Form 5500 (2024)
Creator: Wealthcare, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthcare, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Wealthcare, LLC's Wealthcare, LLC 401(k) Profit Sharing Plan held $2.6M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Erick T. Dalton signed Wealthcare, LLC's 2024 Form 5500 as plan administrator.

Erick T. Dalton — 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

Wealthcare, LLC's EIN is 30-0296679.

EIN 30-0296679

Plan number 001

Plan year 2024

ACK ID 20250730163021NAL0005017681007

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthcare, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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