Original filing (PDF)20250929134416NAL0026899410001

ACHIEVE PRIVATE WEALTH

Name: ACHIEVE PRIVATE WEALTH — ACHIEVE PRIVATE WEALTH MCF BENEFIT PLAN, Form 5500 (2024)
Creator: ACHIEVE PRIVATE WEALTH

Form 5500-SF

FILING_RECEIVED

ACHIEVE PRIVATE WEALTH MCF BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$695

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 ACHIEVE PRIVATE WEALTH.

Plan sponsor

Name

ACHIEVE PRIVATE WEALTH

EIN

32-0203243all filings

Address

1525 E REPUBLIC RD · SPRINGFIELD, MO · 65804

Phone

(417) 877-0252

Industry

Finance & Insurancesee all

Plan administrator

Name

KARA CORCHES

EIN

82-0912782

City

JEFFERSON CITY, MO

Phone

(573) 634-3511

Plan characteristics

Plan number

501

Plan year

2024

Plan year begin

2024-03-01

Tax period

2025-02-28

Filed

2025-09-29

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

K.B.M FINANCIAL LLC

K.B.M FINANCIAL LLC 401K PLAN

$2K · 15 participants

BEACH HILL CAPITAL INVESTORS, LLC

BEACH HILL CAPITAL INVESTORS, LLC GHT BENEFIT PLAN

$2K · 2 participants

JUSTIN CAMPBELL INSURANCE AND FINANCIAL SERVICES INC

JUSTIN CAMPBELL INSURANCE AND FINANCIAL SERVICES INC 401(K) PLAN

$2K · 2 participants

MERIDIAN CAPSTONE

MERIDIAN CAPSTONE SOCA BENEFIT PLAN

$2K · 36 participants

MAI INC.

MAI INC. CBS BENEFIT PLAN

$3K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.