How big is Multigen Wealth Services, Inc.'s plan?

Multigen Wealth Services, Inc.'s plan reported $125K in assets and 3 participants for 2024.

Original filing (PDF)20251011145513NAL0008565729001

Multigen Wealth Services, Inc.

Name: Multigen Wealth Services, Inc. — Multigen Wealth, Form 5500 (2024)
Creator: Multigen Wealth Services, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Multigen Wealth Services, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Multigen Wealth Services, Inc.'s Multigen Wealth Services, Inc. 401(k) Profit Sharing Plan held $125K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$125K

Net assets (EOY)

$125K

Plan identifiers

Multigen Wealth Services, Inc.'s EIN is 47-2596187.

EIN 47-2596187

Plan number 001

Plan year 2024

ACK ID 20251011145513NAL0008565729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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