How big is Latko Wealth Management, Ltd.'s plan?

Latko Wealth Management, Ltd.'s plan reported $824K in assets and 7 participants for 2025.

Original filing (PDF)20260424220949NAL0006473921088

Latko Wealth Management, Ltd.

Name: Latko Wealth Management, Ltd. — Latko Wealth, Form 5500 (2025)
Creator: Latko Wealth Management, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Latko Wealth Management 401(k) Plan

401(k) retirement plan · Latko Wealth Management, Ltd.'s Latko Wealth Management 401(k) Plan held $824K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$824K

Net assets (EOY)

$824K

Plan identifiers

Latko Wealth Management, Ltd.'s EIN is 36-3660410.

EIN 36-3660410

Plan number 001

Plan year 2025

ACK ID 20260424220949NAL0006473921088

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Latko Wealth Management, Ltd.'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 LATKO WEALTH MANAGEMENT, LTD..

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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