How big is Wealth Realm LLC's plan?

Wealth Realm LLC's plan reported $427K in assets and 3 participants for 2025.

Original filing (PDF)20260430154239NAL0000102752001

Wealth Realm LLC

Name: Wealth Realm LLC — Wealth Realm LLC 401(k) Profit, Form 5500 (2025)
Creator: Wealth Realm LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Realm LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wealth Realm LLC's Wealth Realm LLC 401(k) Profit Sharing Plan & Trust held $427K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$427K

Net assets (EOY)

$427K

People on this filing

Jeffrey Ackler signed Wealth Realm LLC's 2025 Form 5500 as plan administrator.

Jeffrey Ackler — 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

Wealth Realm LLC's EIN is 47-5238239.

EIN 47-5238239

Plan number 001

Plan year 2025

ACK ID 20260430154239NAL0000102752001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Wealth Realm LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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