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

Allfluent Wealth Management, LLC's plan reported $995K in assets and 4 participants for 2025.

Original filing (PDF)20260504082136NAL0007339186001

Allfluent Wealth Management, LLC

Name: Allfluent Wealth Management, LLC — Allfluent Wealth, Form 5500 (2025)
Creator: Allfluent Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Allfluent Wealth Management 401(k) Plan

401(k) retirement plan · Allfluent Wealth Management, LLC's Allfluent Wealth Management 401(k) Plan held $995K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$995K

Net assets (EOY)

$995K

People on this filing

Kelly McKeehan signed Allfluent Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Kelly McKeehan — 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

Allfluent Wealth Management, LLC's EIN is 46-5542291.

EIN 46-5542291

Plan number 001

Plan year 2025

ACK ID 20260504082136NAL0007339186001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Allfluent Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Allfluent Wealth Management, 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 ALLFLUENT 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