How big is Wealthplan Partners, LLC's plan?

Wealthplan Partners, LLC's plan reported $7.6M in assets and 33 participants for 2023.

Original filing (PDF)20240807163938NAL0002170243001

Wealthplan Partners, LLC

Name: Wealthplan Partners, LLC — Wealthplan Partners, Form 5500 (2023)
Creator: Wealthplan Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthplan Partners 401(k) Plan

401(k) retirement plan · Wealthplan Partners, LLC's Wealthplan Partners 401(k) Plan held $7.6M in plan assets for 33 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.6M

Net assets (EOY)

$7.6M

Plan identifiers

Wealthplan Partners, LLC's EIN is 81-4671791.

EIN 81-4671791

Plan number 003

Plan year 2023

ACK ID 20240807163938NAL0002170243001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Wealthplan Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Wealthplan Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 WEALTHPLAN PARTNERS, 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