How big is 4 Wealth Financial Group, LLC's plan?

4 Wealth Financial Group, LLC's plan reported $931K in assets and 15 participants for 2024.

Original filing (PDF)20250626082604NAL0005057315001

4 Wealth Financial Group, LLC

Name: 4 Wealth Financial Group, LLC — 4 Wealth Financial, Form 5500 (2024)
Creator: 4 Wealth Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

4 Wealth Financial Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · 4 Wealth Financial Group, LLC's 4 Wealth Financial Group, LLC 401(k) Profit Sharing Plan held $931K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$931K

Net assets (EOY)

$931K

People on this filing

Peter Recchia signed 4 Wealth Financial Group, LLC's 2024 Form 5500 as plan administrator.

Peter Recchia — 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

4 Wealth Financial Group, LLC's EIN is 46-1208535.

EIN 46-1208535

Plan number 001

Plan year 2024

ACK ID 20250626082604NAL0005057315001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 4 Wealth Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

4 Wealth Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 4 WEALTH FINANCIAL GROUP, LLC.

Finding similar companies…

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