How big is Wealthy Mind Inc.'s plan?

Wealthy Mind Inc.'s plan reported $266K in assets and 7 participants for 2024.

Original filing (PDF)20251112145410NAL0000139443001

Wealthy Mind Inc.

Name: Wealthy Mind Inc. — 270B 401(k) Plan, Form 5500 (2024)
Creator: Wealthy Mind Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

270B 401(k) Plan

401(k) retirement plan · Wealthy Mind Inc.'s 270B 401(k) Plan held $266K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$266K

Net assets (EOY)

$266K

People on this filing

Alessandra Bottini signed Wealthy Mind Inc.'s 2024 Form 5500 as plan administrator.

Alessandra Bottini — 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

Wealthy Mind Inc.'s EIN is 47-2702649.

EIN 47-2702649

Plan number 002

Plan year 2024

ACK ID 20251112145410NAL0000139443001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthy Mind Inc.'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 WEALTHY MIND 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WEALTHY MIND INC

EIN

all filings

Address

7700 WINDROSE AVE · STE G300 · PLANO, TX · 75024

Phone

(214) 945-2929

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-11-12

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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