How big is Wentworth Financial Group's plan?

Wentworth Financial Group's plan reported $2K in assets and 3 participants for 2025.

Original filing (PDF)20260506220655NAL0004340194058

Wentworth Financial Group

Name: Wentworth Financial Group — Wentworth Financial, Form 5500 (2025)
Creator: Wentworth Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wentworth Financial Group 401(k) Plan

401(k) retirement plan · Wentworth Financial Group's Wentworth Financial Group 401(k) Plan held $2K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

Plan identifiers

Wentworth Financial Group's EIN is 33-4846534.

EIN 33-4846534

Plan number 001

Plan year 2025

ACK ID 20260506220655NAL0004340194058

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wentworth Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wentworth Financial Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WENTWORTH FINANCIAL GROUP.

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Plan health score

Above-average plan

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

Knocking points off