How big is Wealthplan Partners' plan?

Wealthplan Partners' plan reported $2.6M in assets and 3 participants for 2025.

Original filing (PDF)20260305104137NAL0002473411001

Wealthplan Partners

Name: Wealthplan Partners — Wealthplan Partners 401(k), Form 5500 (2025)
Creator: Wealthplan Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthplan Partners 401(k) Plan

401(k) retirement plan · Wealthplan Partners' Wealthplan Partners 401(k) Plan held $2.6M in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Richard Holle signed Wealthplan Partners' 2025 Form 5500 as plan administrator.

Richard Holle — 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

Wealthplan Partners' EIN is 47-1847051.

EIN 47-1847051

Plan number 001

Plan year 2025

ACK ID 20260305104137NAL0002473411001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wealthplan Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Wealthplan Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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