How big is Wealthchoice LLC's plan?

Wealthchoice LLC's plan reported $338K in assets and 2 participants for 2024.

Original filing (PDF)20250624173915NAL0010687424001

Wealthchoice LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthchoice LLC 401(k) Plan

401(k) retirement plan · Wealthchoice LLC's Wealthchoice LLC 401(k) Plan held $338K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$338K

Net assets (EOY)

$338K

People on this filing

Bridget Grimes signed Wealthchoice LLC's 2024 Form 5500 as plan administrator.

Bridget Grimes — 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

Wealthchoice LLC's EIN is 81-3465667.

EIN 81-3465667

Plan number 001

Plan year 2024

ACK ID 20250624173915NAL0010687424001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthchoice LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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