How big is Students of Wealth Inc.'s plan?

Students of Wealth Inc.'s plan reported $367K in assets and 23 participants for 2024.

Original filing (PDF)20250715151211NAL0004940418001

Students of Wealth Inc.

Name: Students of Wealth Inc. — Goalsetter 401(k) Plan, Form 5500 (2024)
Creator: Students of Wealth Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Goalsetter 401(k) Plan

401(k) retirement plan · Students of Wealth Inc.'s Goalsetter 401(k) Plan held $367K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$367K

Net assets (EOY)

$367K

People on this filing

Michelle Samuel signed Students of Wealth Inc.'s 2024 Form 5500 as plan administrator.

Michelle Samuel — 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

Students of Wealth Inc.'s EIN is 47-1246456.

EIN 47-1246456

Plan number 001

Plan year 2024

ACK ID 20250715151211NAL0004940418001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Students of Wealth Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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