How big is Greenway Wealth Management, LLC's plan?

Greenway Wealth Management, LLC's plan reported $540K in assets and 1 participants for 2024.

Original filing (PDF)20250516135333NAL0046891890001

Greenway Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Greenway Wealth Management 401(k) Plan

401(k) retirement plan · Greenway Wealth Management, LLC's Greenway Wealth Management 401(k) Plan held $540K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$540K

Net assets (EOY)

$540K

People on this filing

Scott Pettry signed Greenway Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Scott Pettry — 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

Greenway Wealth Management, LLC's EIN is 81-5323726.

EIN 81-5323726

Plan number 001

Plan year 2024

ACK ID 20250516135333NAL0046891890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Greenway Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

GREENWAY WEALTH MANAGEMENT, LLC

EIN

all filings

Address

145 GEORGE STREET, SUITE A · BECKLEY, WV · 25801

Phone

(304) 573-7350

Industry

Finance & Insurance

Plan administrator