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

Selkirk Wealth Advisors, LLC's plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20251013183946NAL0003865458001

Selkirk Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Selkirk Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Selkirk Wealth Advisors, LLC's Selkirk Wealth Advisors LLC 401(k) Plan held $1.7M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Selkirk Wealth Advisors, LLC's EIN is 47-2065846.

EIN 47-2065846

Plan number 001

Plan year 2024

ACK ID 20251013183946NAL0003865458001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Selkirk 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 SELKIRK 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