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HUNTER W. BAILEY DBA WEALTH STRATEGIES — WEALTH STRATEGIES 401K PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250930122400NAL0005487523001
HUNTER W. BAILEY DBA WEALTH STRATEGIES
Form 5500-SF
FILING_RECEIVED
WEALTH STRATEGIES 401K PLAN
401(k) retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
HUNTER W. BAILEY DBA WEALTH STRATEGIES
.
Find decision makers
Plan sponsor
Name
HUNTER W. BAILEY DBA WEALTH STRATEGIES
EIN
68-0269468
Address
7509 MADISON AVE., STE. 107 · CITRUS HEIGHTS, CA · 95610
Phone
(916) 863-1266
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-30
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
—
Trustee phone
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