How big is Fourstar Wealth Advisors, LLC's plan?

Fourstar Wealth Advisors, LLC's plan reported $780K in assets and 10 participants for 2024.

Original filing (PDF)20251008113613NAL0002963779001

Fourstar Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Fourstar Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Fourstar Wealth Advisors, LLC's Fourstar Wealth Advisors, LLC 401(k) Plan held $780K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

Plan identifiers

Fourstar Wealth Advisors, LLC's EIN is 47-1158579.

EIN 47-1158579

Plan number 001

Plan year 2024

ACK ID 20251008113613NAL0002963779001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Fourstar Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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