How big is Latitude Wealth Management LLC's plan?

Latitude Wealth Management LLC's plan reported $957K in assets and 2 participants for 2024.

Original filing (PDF)20251001082357NAL0013947328001

Latitude Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Latitude Wealth Management LLC 401(k) PS Plan

401(k) retirement plan · Latitude Wealth Management LLC's Latitude Wealth Management LLC 401(k) PS Plan held $957K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$957K

Net assets (EOY)

$957K

People on this filing

Daniel Adams signed Latitude Wealth Management LLC's 2024 Form 5500 as plan administrator.

Daniel Adams — 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

Latitude Wealth Management LLC's EIN is 46-5142130.

EIN 46-5142130

Plan number 001

Plan year 2024

ACK ID 20251001082357NAL0013947328001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

LATITUDE WEALTH MANAGEMENT LLC

EIN

all filings

Address

7117 W HOOD PL STE 120 · KENNEWICK, WA · 99336

Phone

(509) 628-2291

Industry

Finance & Insurance

Plan administrator