How big is Segment Wealth Management, LLC's plan?

Segment Wealth Management, LLC's plan reported $1.8M in assets and 12 participants for 2024.

Original filing (PDF)20250717134814NAL0000172867001

Segment Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Segment Wealth Management 401(k) Plan

401(k) retirement plan · Segment Wealth Management, LLC's Segment Wealth Management 401(k) Plan held $1.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

GWEN Wilmeth signed Segment Wealth Management, LLC's 2024 Form 5500 as plan administrator.

GWEN Wilmeth — 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

Segment Wealth Management, LLC's EIN is 37-1702821.

EIN 37-1702821

Plan number 001

Plan year 2024

ACK ID 20250717134814NAL0000172867001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Segment Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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