· 2022–2024 · DOL EFAST2

Rezny Wealth Management, Inc. — Rezny Wealth, Form 5500 (2025)

Original filing (PDF)20260417145803NAL0028777570001

Rezny Wealth Management, Inc.

Form 5500-SF

FILING_RECEIVED

Rezny Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Rezny Wealth Management, Inc.'s Rezny Wealth Management, Inc. 401(k) Plan held $772K in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

8

Accounts w/ balance

5

Plan assets (EOY)

$772K

Net assets (EOY)

$772K

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

69

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

REZNY WEALTH MANAGEMENT, INC.

EIN

36-3826115all filings

Address

5237 SUMMERLIN COMMONS BLVD · SUITE 209 · FORT MYERS, FL · 33907

Phone

(800) 618-8577

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-17

Pension benefit codes

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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