How big is Resonance Wealth Management in's plan?

Resonance Wealth Management in's plan reported $35K in assets and 2 participants for 2024.

Original filing (PDF)20250806133725NAL0002658081001

Resonance Wealth Management in

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

Form 5500-SF

FILING_RECEIVED

Resonance Wealth Management in 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Resonance Wealth Management in's Resonance Wealth Management in 401(k) Profit Sharing Plan & Trust held $35K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$35K

Net assets (EOY)

$35K

People on this filing

Alexander Westberry signed Resonance Wealth Management in's 2024 Form 5500 as plan administrator.

Alexander Westberry — 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

Resonance Wealth Management in's EIN is 46-3237997.

EIN 46-3237997

Plan number 001

Plan year 2024

ACK ID 20250806133725NAL0002658081001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Resonance Wealth Management in's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 (89th percentile).

Plan sponsor

Name

RESONANCE WEALTH MANAGEMENT IN

EIN

all filings

Address

4840 ROSWELL RD STE C200 · ATLANTA, GA · 303422633

Phone

(404) 806-4232

Industry

Finance & Insurance

Plan administrator