How big is Wealthcare's plan?

Wealthcare's plan reported $830K in assets and 21 participants for 2024.

Original filing (PDF)20250819081927NAL0003511840001

Wealthcare

Name: Wealthcare — Wealthcare Incorporated 401(k) PS Plan, Form 5500 (2024)
Creator: Wealthcare
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthcare Incorporated 401(k) PS Plan

401(k) retirement plan · Wealthcare's Wealthcare Incorporated 401(k) PS Plan held $830K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$830K

Net assets (EOY)

$830K

People on this filing

Sarah Raddatz signed Wealthcare's 2024 Form 5500 as plan administrator.

Sarah Raddatz — 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

Wealthcare's EIN is 41-1923641.

EIN 41-1923641

Plan number 001

Plan year 2024

ACK ID 20250819081927NAL0003511840001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealthcare from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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