How big is Schlieman Wealth Management, LLC's plan?

Schlieman Wealth Management, LLC's plan reported $2K in assets and 3 participants for 2024.

Original filing (PDF)20251028131053NAL0006924705001

Schlieman Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Schlieman Wealth Management, LLC GCF Benefit Plan

Health & welfare plan · Schlieman Wealth Management, LLC's Schlieman Wealth Management, LLC GCF Benefit Plan held $2K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$707

People on this filing

Morgan Law signed Schlieman Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Morgan Law — 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

Schlieman Wealth Management, LLC's EIN is 46-5272751.

EIN 46-5272751

Plan number 501

Plan year 2024

ACK ID 20251028131053NAL0006924705001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Schlieman Wealth Management, LLC's plan includes health coverage.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SCHLIEMAN WEALTH MANAGEMENT, LLC.

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score