How big is Wealth Guard Inc.'s plan?

Wealth Guard Inc.'s plan reported $102K in assets and 4 participants for 2024.

Original filing (PDF)20250910140128NAL0013475635001

Wealth Guard Inc.

Name: Wealth Guard Inc. — Wealthguard Inc. (DBA the, Form 5500 (2024)
Creator: Wealth Guard Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthguard Inc. (DBA the Gershman Group) - 401(k)

401(k) retirement plan · Wealth Guard Inc.'s Wealthguard Inc. (DBA the Gershman Group) - 401(k) held $102K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$102K

Net assets (EOY)

$102K

People on this filing

Nick Rice signed Wealth Guard Inc.'s 2024 Form 5500 as plan administrator.

Nick Rice — 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 Guard Inc.'s EIN is 46-0866346.

EIN 46-0866346

Plan number 002

Plan year 2024

ACK ID 20250910140128NAL0013475635001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Guard Inc.'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 GUARD INC.

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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