How big is Titan Wealth Advisors LLC's plan?

Titan Wealth Advisors LLC's plan reported $955K in assets and 7 participants for 2024.

Original filing (PDF)20251007142330NAL0008313408001

Titan Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Titan Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Titan Wealth Advisors LLC's Titan Wealth Advisors, LLC 401(k) Plan held $955K in plan assets for 7 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

Plan identifiers

Titan Wealth Advisors LLC's EIN is 43-3001778.

EIN 43-3001778

Plan number 001

Plan year 2024

ACK ID 20251007142330NAL0008313408001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Titan Wealth Advisors 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 TITAN WEALTH ADVISORS 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