How big is GH Wealth Management's plan?

GH Wealth Management's plan reported $327K in assets and 1 participants for 2024.

Original filing (PDF)20251014140454NAL0003108513001

GH Wealth Management

Name: GH Wealth Management — GH Wealth Management 401(k), Form 5500 (2024)
Creator: GH Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GH Wealth Management 401(k) Plan

401(k) retirement plan · GH Wealth Management's GH Wealth Management 401(k) Plan held $327K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$327K

Net assets (EOY)

$327K

Plan identifiers

GH Wealth Management's EIN is 33-0857067.

EIN 33-0857067

Plan number 001

Plan year 2024

ACK ID 20251014140454NAL0003108513001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for GH Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

GH Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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 average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

GH WEALTH MANAGEMENT

EIN

all filings

Address

6265 GREENWICH DRIVE SUITE 100 · SAN DIEGO, CA · 92122

Phone

(858) 452-1000

Industry

Finance & Insurance

Plan administrator