How big is Witten Financial Services, LLC's plan?

Witten Financial Services, LLC's plan reported $212K in assets and 5 participants for 2024.

Original filing (PDF)20250723132023NAL0003504673001

Witten Financial Services, LLC

Name: Witten Financial Services, LLC — Witten Financial, Form 5500 (2024)
Creator: Witten Financial Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Witten Financial Services, LLC Cash Balance Pension Plan

Defined-benefit pension plan · Witten Financial Services, LLC's Witten Financial Services, LLC Cash Balance Pension Plan held $212K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$212K

Net assets (EOY)

$212K

People on this filing

Aaron Witten signed Witten Financial Services, LLC's 2024 Form 5500 as plan administrator.

Aaron Witten — 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

Witten Financial Services, LLC's EIN is 81-3734799.

EIN 81-3734799

Plan number 002

Plan year 2024

ACK ID 20250723132023NAL0003504673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Witten Financial Services, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WITTEN FINANCIAL SERVICES, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score