How big is North Texas Wealth Management's plan?

North Texas Wealth Management's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20250610100049NAL0011530003001

North Texas Wealth Management

Name: North Texas Wealth Management — Form 5500 (2024)
Creator: North Texas Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · North Texas Wealth Management held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Nick Rice signed North Texas Wealth Management's 2024 Form 5500 as plan administrator.

Nick Rice — 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

North Texas Wealth Management's EIN is 36-4685400.

EIN 36-4685400

Plan number 001

Plan year 2024

ACK ID 20250610100049NAL0011530003001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

North Texas Wealth Management'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 NORTH TEXAS 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