· 2022–2024 · DOL EFAST2

Wealthstone Family Office LLC — Wealthstone Family, Form 5500 (2023)

Original filing (PDF)20240620101330NAL0002391138001

Wealthstone Family Office LLC

Form 5500-SF

FILING_RECEIVED

Wealthstone Family Office LLC Retirement Savings Plan

401(k) retirement plan · Wealthstone Family Office LLC's Wealthstone Family Office LLC Retirement Savings Plan reported $4 in plan assets in 2023.

Active participants

0

Accounts w/ balance

0

Plan assets (EOY)

$4

Net assets (EOY)

$4

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTHSTONE FAMILY OFFICE LLC.

Plan sponsor

Name

WEALTHSTONE FAMILY OFFICE LLC

EIN

31-1059983all filings

Address

5000 HORIZONS DRIVE · COLUMBUS, OH · 43220

Phone

(614) 267-2600

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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