How big is The Wahlberg Group's plan?

The Wahlberg Group's plan reported $67K in assets and 2 participants for 2024.

Original filing (PDF)20250709140604NAL0008204576001

The Wahlberg Group

Name: The Wahlberg Group — Wahlberg Group 401(k), Form 5500 (2024)
Creator: The Wahlberg Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wahlberg Group 401(k)

401(k) retirement plan · The Wahlberg Group's Wahlberg Group 401(k) held $67K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$67K

Net assets (EOY)

$67K

People on this filing

Michelle Wahlberg signed The Wahlberg Group's 2024 Form 5500 as plan administrator.

Michelle Wahlberg — 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

The Wahlberg Group's EIN is 30-0966696.

EIN 30-0966696

Plan number 001

Plan year 2024

ACK ID 20250709140604NAL0008204576001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wahlberg Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wahlberg Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

THE WAHLBERG GROUP

EIN

all filings

Address

5134 E PEABODY ST. · LONG BEACH, CA · 90808

Phone

(562) 279-4699

Industry

Real Estate

Plan administrator