How big is Wealth Solutions by Design, PLLC's plan?

Wealth Solutions by Design, PLLC's plan reported $1000K in assets and 4 participants for 2024.

Original filing (PDF)20251001165025NAL0006030899001

Wealth Solutions by Design, PLLC

Name: Wealth Solutions by Design, PLLC — Wealth Solutions, Form 5500 (2024)
Creator: Wealth Solutions by Design, PLLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Solutions by Design Cash Balance Plan

Defined-benefit pension plan · Wealth Solutions by Design, PLLC's Wealth Solutions by Design Cash Balance Plan held $1000K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1000K

Net assets (EOY)

$1000K

People on this filing

Thomas Deichert signed Wealth Solutions by Design, PLLC's 2024 Form 5500 as plan administrator.

Thomas Deichert — 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 Solutions by Design, PLLC's EIN is 46-1835287.

EIN 46-1835287

Plan number 002

Plan year 2024

ACK ID 20251001165025NAL0006030899001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Solutions by Design, PLLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Solutions by Design, PLLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score