How big is FNA Wealth Management's plan?

FNA Wealth Management's plan reported $3K in assets and 3 participants for 2024.

Original filing (PDF)20250729140928NAL0007731458001

FNA Wealth Management

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

Form 5500-SF

FILING_RECEIVED

FNA Wealth Management SOCA Benefit Plan

Health & welfare plan · FNA Wealth Management's FNA Wealth Management SOCA Benefit Plan held $3K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$999

People on this filing

Matt Appenzeller signed FNA Wealth Management's 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

FNA Wealth Management's EIN is 46-1704342.

EIN 46-1704342

Plan number 501

Plan year 2024

ACK ID 20250729140928NAL0007731458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

FNA Wealth Management's plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score