Original filing (PDF)20251014111240NAL0005633698001

WEALTHBUILDERS FINANCIAL GROUP, INC.

Name: WEALTHBUILDERS FINANCIAL GROUP, INC. — WEALTHBUILDERS FINANCIAL GROUP, INC. PENSION PLAN, Form 5500 (2024)
Creator: WEALTHBUILDERS FINANCIAL GROUP, INC.

Form 5500-SF

FILING_RECEIVED

WEALTHBUILDERS FINANCIAL GROUP, INC. PENSION PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

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

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTHBUILDERS FINANCIAL GROUP, INC..

Plan sponsor

Name

WEALTHBUILDERS FINANCIAL GROUP, INC.

EIN

59-3532449all filings

Address

2154 SEVEN SPRINGS BOULEVARD · TRINITY, FL · 34655

Phone

(727) 843-0151

Industry

Finance & Insurancesee all

Plan administrator