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

Longevity Wealth Management, LLC's plan reported $11K in assets and 2 participants for 2025.

Original filing (PDF)20260501221213NAL0001686353014

Longevity Wealth Management, LLC

Name: Longevity Wealth Management, LLC — Longevity Wealth, Form 5500 (2025)
Creator: Longevity Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Longevity Wealth Management 401(k) Plan

401(k) retirement plan · Longevity Wealth Management, LLC's Longevity Wealth Management 401(k) Plan held $11K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Elantha Barry signed Longevity Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Longevity Wealth Management, LLC's EIN is 39-4525888.

EIN 39-4525888

Plan number 001

Plan year 2025

ACK ID 20260501221213NAL0001686353014

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Longevity Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Longevity Wealth Management, LLC'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 LONGEVITY 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

Helping the score