How big is The Wealth Planning Group, LLC's plan?

The Wealth Planning Group, LLC's plan reported $636K in assets and 4 participants for 2024.

Original filing (PDF)20250729084640NAL0004280336001

The Wealth Planning Group, LLC

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

Form 5500-SF

FILING_RECEIVED

The Wealth Planning Group, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Wealth Planning Group, LLC's The Wealth Planning Group, LLC 401(k) Profit Sharing Plan & Trust held $636K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$636K

Net assets (EOY)

$636K

Plan identifiers

The Wealth Planning Group, LLC's EIN is 45-1766735.

EIN 45-1766735

Plan number 001

Plan year 2024

ACK ID 20250729084640NAL0004280336001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wealth Planning Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wealth Planning Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE WEALTH PLANNING GROUP, 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