How big is Wealth Distribution Strategies, LLC's plan?

Wealth Distribution Strategies, LLC's plan reported $1.1M in assets and 14 participants for 2024.

Original filing (PDF)20250930092501NAL0019153394001

Wealth Distribution Strategies, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Distribution Strategies, LLC 401(k) Plan

401(k) retirement plan · Wealth Distribution Strategies, LLC's Wealth Distribution Strategies, LLC 401(k) Plan held $1.1M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jeffrey J. LAMB signed Wealth Distribution Strategies, LLC's 2024 Form 5500 as plan administrator.

Jeffrey J. LAMB — 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 Distribution Strategies, LLC's EIN is 46-1555275.

EIN 46-1555275

Plan number 001

Plan year 2024

ACK ID 20250930092501NAL0019153394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Distribution Strategies, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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