How big is Campbell Deegan Wealth Management, LLC's plan?

Campbell Deegan Wealth Management, LLC's plan reported $448K in assets and 6 participants for 2024.

Original filing (PDF)20250922131059NAL0005695472001

Campbell Deegan Wealth Management, LLC

Name: Campbell Deegan Wealth Management, LLC — Form 5500 Plan 001 (2024)
Creator: Campbell Deegan Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Campbell Deegan Financial, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Campbell Deegan Wealth Management, LLC's Campbell Deegan Financial, LLC 401(k) Profit Sharing Plan held $448K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$448K

Net assets (EOY)

$448K

Plan identifiers

Campbell Deegan Wealth Management, LLC's EIN is 61-1869792.

EIN 61-1869792

Plan number 001

Plan year 2024

ACK ID 20250922131059NAL0005695472001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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