Original filing (PDF)20250401103839NAL0013175074001

Soundmark Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Soundmark Retirement Plan

401(k) retirement plan · Soundmark Wealth Management LLC's Soundmark Retirement Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Soundmark Wealth Management LLC's EIN is 75-3072275.

EIN 75-3072275

Plan number 001

Plan year 2024

ACK ID 20250401103839NAL0013175074001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Soundmark Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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