How big is Good Wealth Management's plan?

Good Wealth Management's plan reported $24K in assets and 4 participants for 2024.

Original filing (PDF)20251015084600NAL0008388754001

Good Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Good Wealth Management 401(k) P/S Plan

401(k) retirement plan · Good Wealth Management's Good Wealth Management 401(k) P/S Plan held $24K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

People on this filing

Daniel Uribe signed Good Wealth Management's 2024 Form 5500 as plan administrator.

Daniel Uribe — 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

Good Wealth Management's EIN is 46-1187869.

EIN 46-1187869

Plan number 001

Plan year 2024

ACK ID 20251015084600NAL0008388754001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Good Wealth Management's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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