How big is Wealth Development Strategies LL's plan?

Wealth Development Strategies LL's plan reported $247K in assets and 5 participants for 2024.

Original filing (PDF)20250718185255NAL0003677378001

Wealth Development Strategies LL

Name: Wealth Development Strategies LL — Wealth Developmen, Form 5500 (2024)
Creator: Wealth Development Strategies LL
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealth Development Strategies 401(k)

401(k) retirement plan · Wealth Development Strategies LL's Wealth Development Strategies 401(k) held $247K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

People on this filing

Nick Rice signed Wealth Development Strategies LL'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

Wealth Development Strategies LL's EIN is 81-1498268.

EIN 81-1498268

Plan number 001

Plan year 2024

ACK ID 20250718185255NAL0003677378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Development Strategies LL's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 DEVELOPMENT STRATEGIES LL.

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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