How big is Maestro Wealth Advisors, LLC's plan?

Maestro Wealth Advisors, LLC's plan reported $1.2M in assets and 5 participants for 2024.

Original filing (PDF)20250708084048NAL0004506881001

Maestro Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Maestro Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Maestro Wealth Advisors, LLC's Maestro Wealth Advisors, LLC 401(k) Plan held $1.2M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jennifer Moser signed Maestro Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Jennifer Moser — 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

Maestro Wealth Advisors, LLC's EIN is 45-4720788.

EIN 45-4720788

Plan number 001

Plan year 2024

ACK ID 20250708084048NAL0004506881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MAESTRO WEALTH ADVISORS, LLC

EIN

all filings

Address

755 HIGHLAND OAKS · SUITE 101 · WINSTON-SALEM, NC · 27103

Phone

(336) 448-1086

Industry

Finance & Insurance

Plan administrator