How big is Wealth Matters Consulting, LLC's plan?

Wealth Matters Consulting, LLC's plan reported $98K in assets and 9 participants for 2024.

Original filing (PDF)20250718155637NAL0002048385001

Wealth Matters Consulting, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Matters Consulting 401(k) Plan

401(k) retirement plan · Wealth Matters Consulting, LLC's Wealth Matters Consulting 401(k) Plan held $98K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

People on this filing

Marcus Bowie signed Wealth Matters Consulting, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Wealth Matters Consulting, LLC's EIN is 46-0814463.

EIN 46-0814463

Plan number 001

Plan year 2024

ACK ID 20250718155637NAL0002048385001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Matters Consulting, 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 WEALTH MATTERS CONSULTING, 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