How big is South Star Wealth Management LLC's plan?

South Star Wealth Management LLC's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250702131831NAL0013729969001

South Star Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

South Star Wealth Management, LLC 401(k) Plan

401(k) retirement plan · South Star Wealth Management LLC's South Star Wealth Management, LLC 401(k) Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Melanie Weischwill signed South Star Wealth Management LLC's 2024 Form 5500 as plan administrator.

Melanie Weischwill — 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

South Star Wealth Management LLC's EIN is 81-4069425.

EIN 81-4069425

Plan number 001

Plan year 2024

ACK ID 20250702131831NAL0013729969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

South Star Wealth Management 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 SOUTH STAR WEALTH MANAGEMENT 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