How big is Wealthtrak Capital Management LLC's plan?

Wealthtrak Capital Management LLC's plan reported $691K in assets and 6 participants for 2025.

Original filing (PDF)20260424220257NAL0006160993094

Wealthtrak Capital Management LLC

Name: Wealthtrak Capital Management LLC — Wealthtrak, Form 5500 (2025)
Creator: Wealthtrak Capital Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthtrak 401(k) Plan

401(k) retirement plan · Wealthtrak Capital Management LLC's Wealthtrak 401(k) Plan held $691K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$691K

Net assets (EOY)

$691K

Plan identifiers

Wealthtrak Capital Management LLC's EIN is 45-3761238.

EIN 45-3761238

Plan number 001

Plan year 2025

ACK ID 20260424220257NAL0006160993094

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wealthtrak Capital Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wealthtrak Capital Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 WEALTHTRAK CAPITAL MANAGEMENT LLC.

Finding similar companies…

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