Original filing (PDF)20240620101330NAL0002391138001

WEALTHSTONE FAMILY OFFICE LLC

Name: WEALTHSTONE FAMILY OFFICE LLC — WEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN, Form 5500 (2023)
Creator: WEALTHSTONE FAMILY OFFICE LLC

Form 5500-SF

FILING_RECEIVED

WEALTHSTONE FAMILY OFFICE LLC RETIREMENT SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WEALTHSTONE FAMILY OFFICE LLC.

Plan sponsor

Name

WEALTHSTONE FAMILY OFFICE LLC

EIN

31-1059983

Address

5000 HORIZONS DRIVE · COLUMBUS, OH · 43220

Phone

(614) 267-2600

Industry

Finance & Insurancesee all

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

Related plans

Similar-size Finance & Insurance plans

DENALI CAPITAL PARTNERS

DENALI CAPITAL PARTNERS 401(K) PLAN

$4 · 1 participants

SPRINGOWL ASSET MANAGEMENT LLC

SPRINGOWL ASSET MANAGEMENT LLC 401(K) PROFIT SHARING PLAN & TRUST

OMEGA RETIREMENT AND WEALTH MANAGEMENT

OMEGA RETIREMENT AND WEALTH MANAGEMENT OFB BENEFIT PLAN

$5 · 2 participants

CURRENCY LLC

PRUDENTIAL MANAGEMENT FIRM 401(K) PLAN

$3 · 1 participants

MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE

MSB COLLABORATIVE LLC DBA DIRIGO COLLABORATIVE 401(K) PLAN