How big is More2 Wealth Management's plan?

More2 Wealth Management's plan reported $350K in assets and 3 participants for 2024.

Original filing (PDF)20250922144041NAL0012531346001

More2 Wealth Management

Name: More2 Wealth Management — More2 Wealth Management, Form 5500 (2024)
Creator: More2 Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

More2 Wealth Management Pension Plan

Defined-benefit pension plan · More2 Wealth Management's More2 Wealth Management Pension Plan held $350K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$350K

Net assets (EOY)

$350K

Plan identifiers

More2 Wealth Management's EIN is 81-3943872.

EIN 81-3943872

Plan number 002

Plan year 2024

ACK ID 20250922144041NAL0012531346001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for More2 Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

More2 Wealth Management's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MORE2 WEALTH MANAGEMENT.

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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