How big is Wealth Strategies Partners, LLC's plan?

Wealth Strategies Partners, LLC's plan reported $682K in assets and 4 participants for 2024.

Original filing (PDF)20250725110631NAL0005739329001

Wealth Strategies Partners, LLC

Name: Wealth Strategies Partners, LLC — WSP 401(k) Plan, Form 5500 (2024)
Creator: Wealth Strategies Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WSP 401(k) Plan

401(k) retirement plan · Wealth Strategies Partners, LLC's WSP 401(k) Plan held $682K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$682K

Net assets (EOY)

$682K

People on this filing

Paul Allen signed Wealth Strategies Partners, LLC's 2024 Form 5500 as plan administrator.

Paul Allen — 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 Strategies Partners, LLC's EIN is 46-4717153.

EIN 46-4717153

Plan number 001

Plan year 2024

ACK ID 20250725110631NAL0005739329001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WEALTH STRATEGIES PARTNERS, LLC

EIN

all filings

Address

5500 MARYLAND WAY, SUITE 133 · BRENTWOOD, TN · 37027

Phone

(615) 457-3481

Industry

Finance & Insurance

Plan administrator