How big is Wasserman Wealth Management's plan?

Wasserman Wealth Management's plan reported $31 in assets for 2024.

Original filing (PDF)20250417220653NAL0002788144071

Wasserman Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Wasserman Wealth Management 401(k) Plan

401(k) retirement plan · Wasserman Wealth Management's Wasserman Wealth Management 401(k) Plan reported $31 in plan assets in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31

Net assets (EOY)

$31

People on this filing

QIAN LIU signed Wasserman Wealth Management's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Wasserman Wealth Management's EIN is 52-2278685.

EIN 52-2278685

Plan number 001

Plan year 2024

ACK ID 20250417220653NAL0002788144071

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wasserman Wealth Management'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 WASSERMAN WEALTH MANAGEMENT.

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score