How big is Villines Wealth Management, LLC's plan?

Villines Wealth Management, LLC's plan reported $154K in assets and 2 participants for 2024.

Original filing (PDF)20250917111020NAL0000534482001

Villines Wealth Management, LLC

Name: Villines Wealth Management, LLC — VWM 401(k), Form 5500 (2024)
Creator: Villines Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

VWM 401(k) Retirement Plan

401(k) retirement plan · Villines Wealth Management, LLC's VWM 401(k) Retirement Plan held $154K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$154K

Net assets (EOY)

$154K

People on this filing

Robert Villines signed Villines Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Robert Villines — 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

Villines Wealth Management, LLC's EIN is 47-5011892.

EIN 47-5011892

Plan number 001

Plan year 2024

ACK ID 20250917111020NAL0000534482001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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