How big is Wealth Care LLC's plan?

Wealth Care LLC's plan reported $1.3M in assets and 4 participants for 2024.

Original filing (PDF)20250527153750NAL0004094915001

Wealth Care LLC

Name: Wealth Care LLC — Wealth Care LLC Cash Balance Plan, Form 5500 (2024)
Creator: Wealth Care LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Care LLC Cash Balance Plan

Defined-benefit pension plan · Wealth Care LLC's Wealth Care LLC Cash Balance Plan held $1.3M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Steven Podnos signed Wealth Care LLC's 2024 Form 5500 as plan administrator.

Steven Podnos — 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

Wealth Care LLC's EIN is 65-1189352.

EIN 65-1189352

Plan number 003

Plan year 2024

ACK ID 20250527153750NAL0004094915001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Care LLC's plan includes a cash-balance formula.

Decision-maker contacts

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