How big is Wealth Strategy Advisors' plan?

Wealth Strategy Advisors' plan reported $193K in assets and 3 participants for 2024.

Original filing (PDF)20251007125006NAL0011574146002

Wealth Strategy Advisors

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

Form 5500-SF

FILING_RECEIVED

Wealth Strategy Advisors 401(k) Plan

401(k) retirement plan · Wealth Strategy Advisors' Wealth Strategy Advisors 401(k) Plan held $193K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$193K

Net assets (EOY)

$193K

People on this filing

Rebecca Turner signed Wealth Strategy Advisors' 2024 Form 5500 as plan administrator.

Rebecca Turner — 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 Strategy Advisors' EIN is 75-2769602.

EIN 75-2769602

Plan number 001

Plan year 2024

ACK ID 20251007125006NAL0011574146002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Strategy Advisors' 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 WEALTH STRATEGY ADVISORS.

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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