How big is Relevant Wealth Advisors, LLC's plan?

Relevant Wealth Advisors, LLC's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20251002155308NAL0001065440001

Relevant Wealth Advisors, LLC

Name: Relevant Wealth Advisors, LLC — Relevant Wealth, Form 5500 (2024)
Creator: Relevant Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Relevant Wealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Relevant Wealth Advisors, LLC's Relevant Wealth Advisors, LLC 401(k) Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Relevant Wealth Advisors, LLC's EIN is 68-0434424.

EIN 68-0434424

Plan number 001

Plan year 2024

ACK ID 20251002155308NAL0001065440001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Relevant Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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