How big is Slabic Wealth Management's plan?

Slabic Wealth Management's plan reported $301K in assets and 7 participants for 2023.

Original filing (PDF)20240318223938NAL0000174033001

Slabic Wealth Management

Name: Slabic Wealth Management — Slabic Wealth Management, Form 5500 (2023)
Creator: Slabic Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Slabic Wealth Management 401(k) Plan

401(k) retirement plan · Slabic Wealth Management's Slabic Wealth Management 401(k) Plan held $301K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$301K

Net assets (EOY)

$301K

Plan identifiers

Slabic Wealth Management's EIN is 76-0563588.

EIN 76-0563588

Plan number 001

Plan year 2023

ACK ID 20240318223938NAL0000174033001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Slabic Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Slabic Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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