How big is Trailhead Wealth Management's plan?

Trailhead Wealth Management's plan reported $3.5M in assets and 10 participants for 2025.

Original filing (PDF)20260504221434NAL0000193843036

Trailhead Wealth Management

Name: Trailhead Wealth Management — Trailhead Wealth, Form 5500 (2025)
Creator: Trailhead Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Trailhead Wealth Management 401(k) Plan

401(k) retirement plan · Trailhead Wealth Management's Trailhead Wealth Management 401(k) Plan held $3.5M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Trailhead Wealth Management's EIN is 46-1175998.

EIN 46-1175998

Plan number 001

Plan year 2025

ACK ID 20260504221434NAL0000193843036

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Trailhead Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Trailhead Wealth Management'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 TRAILHEAD WEALTH MANAGEMENT.

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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