How big is Stafford Wealth, LLC's plan?

Stafford Wealth, LLC's plan reported $44K in assets and 3 participants for 2025.

Original filing (PDF)20260330171713NAL0012081824001

Stafford Wealth, LLC

Name: Stafford Wealth, LLC — Stafford Wealth 401(k) Plan, Form 5500 (2025)
Creator: Stafford Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stafford Wealth 401(k) Plan

401(k) retirement plan · Stafford Wealth, LLC's Stafford Wealth 401(k) Plan held $44K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$44K

Net assets (EOY)

$44K

People on this filing

Caroline Perry signed Stafford Wealth, LLC's 2025 Form 5500 as plan administrator.

Caroline Perry — 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

Stafford Wealth, LLC's EIN is 33-1825859.

EIN 33-1825859

Plan number 001

Plan year 2025

ACK ID 20260330171713NAL0012081824001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Stafford Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Stafford Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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