How big is Consilium Wealth Advisory, LLC's plan?

Consilium Wealth Advisory, LLC's plan reported $1.0M in assets and 6 participants for 2024.

Original filing (PDF)20250711135638NAL0009679856001

Consilium Wealth Advisory, LLC

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

Form 5500-SF

FILING_RECEIVED

Consilium Wealth Advisory, LLC 401(k) Plan

401(k) retirement plan · Consilium Wealth Advisory, LLC's Consilium Wealth Advisory, LLC 401(k) Plan held $1.0M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

Plan identifiers

Consilium Wealth Advisory, LLC's EIN is 45-5507144.

EIN 45-5507144

Plan number 001

Plan year 2024

ACK ID 20250711135638NAL0009679856001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Consilium Wealth Advisory, 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 CONSILIUM WEALTH ADVISORY, 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

Knocking points off