How big is Viator Wealth Management Group, LLC's plan?

Viator Wealth Management Group, LLC's plan reported $750K in assets and 2 participants for 2024.

Original filing (PDF)20250903133814NAL0015243361001

Viator Wealth Management Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Viator Wealth Management Group 401(k) Plan

401(k) retirement plan · Viator Wealth Management Group, LLC's Viator Wealth Management Group 401(k) Plan held $750K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$750K

Net assets (EOY)

$750K

People on this filing

Stafford Viator signed Viator Wealth Management Group, LLC's 2024 Form 5500 as plan administrator.

Stafford Viator — 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

Viator Wealth Management Group, LLC's EIN is 81-1843247.

EIN 81-1843247

Plan number 001

Plan year 2024

ACK ID 20250903133814NAL0015243361001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Viator Wealth Management Group, LLC'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 VIATOR WEALTH MANAGEMENT GROUP, 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 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.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

VIATOR WEALTH MANAGEMENT GROUP, LLC

EIN

all filings

Address

433 METAIRIE RD. · STE. 309 · METAIRIE, LA · 70005

Phone

(504) 875-2245

Industry

Finance & Insurance

Plan administrator