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

Tenet Wealth Management, LLC's plan reported $1.0M in assets and 5 participants for 2024.

Original filing (PDF)20251015122829NAL0002407939001

Tenet Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Tenet Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Tenet Wealth Management, LLC's Tenet Wealth Management, LLC 401(k) Plan held $1.0M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Tenet Wealth Management, LLC's EIN is 45-3121341.

EIN 45-3121341

Plan number 001

Plan year 2024

ACK ID 20251015122829NAL0002407939001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tenet Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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