How big is Flammio Wealth Management LLC's plan?

Flammio Wealth Management LLC's plan reported $35K in assets and 3 participants for 2024.

Original filing (PDF)20250919132459NAL0001096483001

Flammio Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Flammio Wealth Management LLC 401(k) Plan

401(k) retirement plan · Flammio Wealth Management LLC's Flammio Wealth Management LLC 401(k) Plan held $35K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Leasha Flammio-Watson signed Flammio Wealth Management LLC's 2024 Form 5500 as plan administrator.

Leasha Flammio-Watson — 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

Flammio Wealth Management LLC's EIN is 46-2125443.

EIN 46-2125443

Plan number 001

Plan year 2024

ACK ID 20250919132459NAL0001096483001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Flammio Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 FLAMMIO WEALTH MANAGEMENT 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