How big is Eissman Wealth Management LLC's plan?

Eissman Wealth Management LLC's plan reported $340K in assets and 4 participants for 2024.

Original filing (PDF)20250611084232NAL0015785729001

Eissman Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Eissman Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Eissman Wealth Management LLC's Eissman Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $340K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$340K

Net assets (EOY)

$340K

People on this filing

David Eissman signed Eissman Wealth Management LLC's 2024 Form 5500 as plan administrator.

David Eissman — 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

Eissman Wealth Management LLC's EIN is 46-4785191.

EIN 46-4785191

Plan number 001

Plan year 2024

ACK ID 20250611084232NAL0015785729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eissman 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 EISSMAN 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