How big is Frieden Wealth Management, Inc.'s plan?

Frieden Wealth Management, Inc.'s plan reported $2.3M in assets and 14 participants for 2024.

Original filing (PDF)20251014100638NAL0001214131001

Frieden Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Frieden Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · Frieden Wealth Management, Inc.'s Frieden Wealth Management, Inc. 401(k) Plan held $2.3M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

People on this filing

Ross Winfield signed Frieden Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Ross Winfield — 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

Frieden Wealth Management, Inc.'s EIN is 47-5067189.

EIN 47-5067189

Plan number 001

Plan year 2024

ACK ID 20251014100638NAL0001214131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Frieden Wealth Management, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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