Original filing (PDF)20260415171609NAL0021346944001

Robert S. Collins III DBA Wealth Management Group

Name: Robert S. Collins III DBA Wealth Management Group — Form 5500 Plan 001 (2025)
Creator: Robert S. Collins III DBA Wealth Management Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WMG 401(k) Plan

401(k) retirement plan · Robert S. Collins III DBA Wealth Management Group's WMG 401(k) Plan held $2.9M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

People on this filing

Robert Collins signed Robert S. Collins III DBA Wealth Management Group's 2025 Form 5500 as plan administrator.

Robert Collins — 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

Robert S. Collins III DBA Wealth Management Group's EIN is 62-1727810.

EIN 62-1727810

Plan number 001

Plan year 2025

ACK ID 20260415171609NAL0021346944001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Robert S. Collins III DBA Wealth Management Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Robert S. Collins III DBA Wealth Management Group's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ROBERT S. COLLINS III DBA WEALTH MANAGEMENT GROUP.

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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