How big is EGAN Wealth Management LLC's plan?

EGAN Wealth Management LLC's plan reported $332K in assets and 4 participants for 2024.

Original filing (PDF)20250929111325NAL0026576098001

EGAN Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

EGAN Wealth Management Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · EGAN Wealth Management LLC's EGAN Wealth Management Group LLC 401(k) Profit Sharing Plan held $332K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$332K

Net assets (EOY)

$332K

Plan identifiers

EGAN Wealth Management LLC's EIN is 47-2876693.

EIN 47-2876693

Plan number 001

Plan year 2024

ACK ID 20250929111325NAL0026576098001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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