How big is Tactical Wealth Partners, LLC's plan?

Tactical Wealth Partners, LLC's plan reported $16K in assets and 2 participants for 2025.

Original filing (PDF)20260430220855NAL0000475217085

Tactical Wealth Partners, LLC

Name: Tactical Wealth Partners, LLC — Tactical Wealth, Form 5500 (2025)
Creator: Tactical Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tactical Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Tactical Wealth Partners, LLC's Tactical Wealth Partners, LLC 401(k) Plan held $16K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

Elantha Barry signed Tactical Wealth Partners, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Tactical Wealth Partners, LLC's EIN is 81-4763139.

EIN 81-4763139

Plan number 001

Plan year 2025

ACK ID 20260430220855NAL0000475217085

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Tactical Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Tactical Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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