How big is Timmons Wealth Management, LLC's plan?

Timmons Wealth Management, LLC's plan reported $313K in assets and 2 participants for 2024.

Original filing (PDF)20250724085658NAL0002334083001

Timmons Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Timmons Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Timmons Wealth Management, LLC's Timmons Wealth Management, LLC 401(k) Plan held $313K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$313K

Net assets (EOY)

$313K

Plan identifiers

Timmons Wealth Management, LLC's EIN is 46-1169086.

EIN 46-1169086

Plan number 001

Plan year 2024

ACK ID 20250724085658NAL0002334083001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Timmons Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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