How big is Stash Wealth, LLC's plan?

Stash Wealth, LLC's plan reported $25K in assets and 2 participants for 2025.

Original filing (PDF)20260422220151NAL0002208787090

Stash Wealth, LLC

Name: Stash Wealth, LLC — Stash Wealth, LLC 401(k) Plan, Form 5500 (2025)
Creator: Stash Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Stash Wealth, LLC 401(k) Plan

401(k) retirement plan · Stash Wealth, LLC's Stash Wealth, LLC 401(k) Plan held $25K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$25K

Net assets (EOY)

$25K

Plan identifiers

Stash Wealth, LLC's EIN is 46-2527137.

EIN 46-2527137

Plan number 001

Plan year 2025

ACK ID 20260422220151NAL0002208787090

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

STASH WEALTH, LLC

EIN

all filings

Address

1230 WEST MOREHEAD ST · SUITE 106 · CHARLOTTE, NC · 28208

Phone

(212) 913-9904

Industry

Finance & Insurance

Plan administrator