How big is Skinner, Copper & Ehmen Wealth Management, LLC's plan?

Skinner, Copper & Ehmen Wealth Management, LLC's plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20250806152005NAL0001759635001

Skinner, Copper & Ehmen Wealth Management, LLC

Name: Skinner, Copper & Ehmen Wealth Management, LLC — Form 5500 Plan 001 (2024)
Creator: Skinner, Copper & Ehmen Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Skinner Copper & Ehmen Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Skinner, Copper & Ehmen Wealth Management, LLC's Skinner Copper & Ehmen Wealth Management, LLC 401(k) Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Skinner, Copper & Ehmen Wealth Management, LLC's EIN is 37-1394740.

EIN 37-1394740

Plan number 001

Plan year 2024

ACK ID 20250806152005NAL0001759635001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Skinner, Copper & Ehmen Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Skinner, Copper & Ehmen Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Knocking points off