· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
WEALTH MANAGEMENT GROUP, INC. — RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC., Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250728122312NAL0004643906001
WEALTH MANAGEMENT GROUP, INC.
Form 5500-SF
FILING_RECEIVED
RETIREMENT INCOME SECURITY PLAN-WEALTH MANAGEMENT GROUP, INC.
401(k) retirement plan
Active participants
6
Accounts w/ balance
6
Plan assets (EOY)
$1.5M
Net assets (EOY)
$1.5M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
WEALTH MANAGEMENT GROUP, INC.
.
Find decision makers
Plan sponsor
Name
WEALTH MANAGEMENT GROUP, INC.
EIN
56-2124779
Address
1399 ASHLEYBROOK LANE · SUITE 120 · WINSTON-SALEM, NC · 27103
Phone
(336) 760-4829
Industry
Finance & Insurance
see all
Plan administrator
Name
HEALTHEQUITY RETIREMENT SERVICES
EIN
82-1222973
City
DRAPER, UT
Phone
(877) 860-2664
Plan characteristics
Plan number
003
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-28
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
TONTINE FINANCIAL LLC
TONTINE FINANCIAL LLC 401(K) PLAN
$1.5M · 3 participants
ALGORITHMIC INVESTMENT MODELS
BEAUMONT CAPITAL MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 10 participants
TRIAGEN WEALTH MANAGEMENT, LLC
TRIAGEN WEALTH MANAGEMENT, LLC 401(K) PROFIT SHARING PLAN
$1.5M · 6 participants
THE ADVISORY GROUP, INC.
THE ADVISORY GROUP, INC. 401(K) PLAN
$1.5M · 6 participants
T2AM, LLC
T2AM, LLC 401K PLAN.
$1.5M · 4 participants
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
LAFONT & ASSOCIATES
LAFONT & ASSOCIATES 401(K) PLAN
$1.5M · 8 participants
Large plans in North Carolina
BANK OF AMERICA CORPORATION
THE BANK OF AMERICA 401(K) PLAN
$62.9B · 168,229 participants
HONEYWELL INTERNATIONAL INC EMPLOYEE SERVICES FINANCE MGMNT
HONEYWELL INTERNATIONAL INC. MASTER RETIREMENT TRUST
$17.9B
HONEYWELL INTERNATIONAL INC.
HONEYWELL RETIREMENT EARNINGS PLAN
$16.6B · 9,275 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL 401(K) PLAN
$16.3B · 44,069 participants
HONEYWELL INTERNATIONAL INC
HONEYWELL SAVINGS AND OWNERSHIP PLAN MASTER TRUST
$16.2B
TRUIST FINANCIAL CORPORATION
TRUIST FINANCIAL CORPORATION PENSION PLAN
$14.7B · 33,167 participants
