How big is Endowment Wealth Management, Inc.'s plan?

Endowment Wealth Management, Inc.'s plan reported $433K in assets and 14 participants for 2024.

Original filing (PDF)20250814111020NAL0013605136001

Endowment Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Endowment Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Endowment Wealth Management, Inc.'s Endowment Wealth Management, Inc. 401(k) Plan held $433K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$433K

Net assets (EOY)

$433K

Plan identifiers

Endowment Wealth Management, Inc.'s EIN is 39-1849798.

EIN 39-1849798

Plan number 001

Plan year 2024

ACK ID 20250814111020NAL0013605136001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Endowment Wealth Management, Inc.'s plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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