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

Werth Wealth Management, LLC's plan reported $3.0M in assets and 16 participants for 2024.

Original filing (PDF)20250722095535NAL0002560097001

Werth Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Werth Wealth Management, LLC Cash Balance Pension Plan and Trust

Defined-benefit pension plan · Werth Wealth Management, LLC's Werth Wealth Management, LLC Cash Balance Pension Plan and Trust held $3.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.0M

Net assets (EOY)

$3.0M

People on this filing

Timothy L Werth signed Werth Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Timothy L Werth — 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

Werth Wealth Management, LLC's EIN is 38-3768454.

EIN 38-3768454

Plan number 002

Plan year 2024

ACK ID 20250722095535NAL0002560097001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Werth Wealth Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WERTH 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score