How big is Wealthpath Investment Advisors, LLC's plan?

Wealthpath Investment Advisors, LLC's plan reported $1.1M in assets and 7 participants for 2024.

Original filing (PDF)20250923122521NAL0014755010001

Wealthpath Investment Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthpath 401(k) Retirement Plan

401(k) retirement plan · Wealthpath Investment Advisors, LLC's Wealthpath 401(k) Retirement Plan held $1.1M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

ERIK Berry signed Wealthpath Investment Advisors, LLC's 2024 Form 5500 as plan administrator.

ERIK Berry — 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

Wealthpath Investment Advisors, LLC's EIN is 45-1484296.

EIN 45-1484296

Plan number 001

Plan year 2024

ACK ID 20250923122521NAL0014755010001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthpath Investment Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 WEALTHPATH INVESTMENT 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