How big is Corbett Road Wealth Management L's plan?

Corbett Road Wealth Management L's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20251006120057NAL0009207602001

Corbett Road Wealth Management L

Name: Corbett Road Wealth Management L — Corbett Road, Form 5500 (2024)
Creator: Corbett Road Wealth Management L
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Corbett Road Wealth Management 401(k) Plan

401(k) retirement plan · Corbett Road Wealth Management L's Corbett Road Wealth Management 401(k) Plan held $1.3M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Nick Rice signed Corbett Road Wealth Management L's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Corbett Road Wealth Management L's EIN is 76-0823193.

EIN 76-0823193

Plan number 001

Plan year 2024

ACK ID 20251006120057NAL0009207602001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Corbett Road Wealth Management L's 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 CORBETT ROAD WEALTH MANAGEMENT L.

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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