How big is Laurel Wealth Advisors, LLC's plan?

Laurel Wealth Advisors, LLC's plan reported $716K in assets and 11 participants for 2025.

Original filing (PDF)20260518125318NAL0000133089001

Laurel Wealth Advisors, LLC

Name: Laurel Wealth Advisors, LLC — Laurel Wealth, Form 5500 (2025)
Creator: Laurel Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Laurel Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Laurel Wealth Advisors, LLC's Laurel Wealth Advisors, LLC 401(k) Plan held $716K in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$716K

Net assets (EOY)

$716K

People on this filing

William SUGG signed Laurel Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

William SUGG — 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

Laurel Wealth Advisors, LLC's EIN is 56-2159865.

EIN 56-2159865

Plan number 001

Plan year 2025

ACK ID 20260518125318NAL0000133089001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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