How big is Woodside Wealth Management LLC's plan?

Woodside Wealth Management LLC's plan reported $312K in assets and 4 participants for 2024.

Original filing (PDF)20250723085734NAL0003845809001

Woodside Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Woodside Wealth Management LLC 401(k) Plan

401(k) retirement plan · Woodside Wealth Management LLC's Woodside Wealth Management LLC 401(k) Plan held $312K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$312K

Net assets (EOY)

$312K

Plan identifiers

Woodside Wealth Management LLC's EIN is 47-2695458.

EIN 47-2695458

Plan number 001

Plan year 2024

ACK ID 20250723085734NAL0003845809001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Woodside Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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