How big is SFP Wealth LLC's plan?

SFP Wealth LLC's plan reported $3.9M in assets and 23 participants for 2024.

Original filing (PDF)20250723144201NAL0002094003003

SFP Wealth LLC

Name: SFP Wealth LLC — SFP Wealth LLC 401(k) Plan, Form 5500 (2024)
Creator: SFP Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

SFP Wealth LLC 401(k) Plan

401(k) retirement plan · SFP Wealth LLC's SFP Wealth LLC 401(k) Plan held $3.9M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

SFP Wealth LLC's EIN is 45-4470933.

EIN 45-4470933

Plan number 001

Plan year 2024

ACK ID 20250723144201NAL0002094003003

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SFP Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

SFP WEALTH LLC

EIN

all filings

Address

100 WILLIAM ST. SUITE 300 · WELLESLEY, MA · 024813703

Phone

(781) 239-2015

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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John Guarino

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