How big is Wealthrx, Inc.'s plan?

Wealthrx, Inc.'s plan reported $61K in assets and 2 participants for 2024.

Original filing (PDF)20251014124652NAL0005997922001

Wealthrx, Inc.

Name: Wealthrx, Inc. — Wealthrx, Inc. 401(k) Plan, Form 5500 (2024)
Creator: Wealthrx, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthrx, Inc. 401(k) Plan

401(k) retirement plan · Wealthrx, Inc.'s Wealthrx, Inc. 401(k) Plan held $61K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

Plan identifiers

Wealthrx, Inc.'s EIN is 81-0925498.

EIN 81-0925498

Plan number 001

Plan year 2024

ACK ID 20251014124652NAL0005997922001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealthrx, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthrx, Inc.'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WEALTHRX, INC.

EIN

all filings

Address

108 BUCHMANS CLOSE CIRCLE · FAYETTEVILLE, NY · 13066

Phone

(315) 370-9965

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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