How big is Curry Webb Wealth Management LLC's plan?

Curry Webb Wealth Management LLC's plan reported $298K in assets and 6 participants for 2025.

Original filing (PDF)20260428220357NAL0005601891005

Curry Webb Wealth Management LLC

Name: Curry Webb Wealth Management LLC — Curry Webb Wealth, Form 5500 (2025)
Creator: Curry Webb Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Curry Webb Wealth Management 401(k) Plan

401(k) retirement plan · Curry Webb Wealth Management LLC's Curry Webb Wealth Management 401(k) Plan held $298K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$298K

Net assets (EOY)

$298K

Plan identifiers

Curry Webb Wealth Management LLC's EIN is 46-2221312.

EIN 46-2221312

Plan number 001

Plan year 2025

ACK ID 20260428220357NAL0005601891005

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Curry Webb Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Curry Webb Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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