How big is Wealthbridge Investments, LLC's plan?

Wealthbridge Investments, LLC's plan reported $17K in assets and 4 participants for 2024.

Original filing (PDF)20250514172959NAL0028341664002

Wealthbridge Investments, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthbridge Investments, LLC 401(k) Plan

401(k) retirement plan · Wealthbridge Investments, LLC's Wealthbridge Investments, LLC 401(k) Plan held $17K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$17K

Net assets (EOY)

$17K

Plan identifiers

Wealthbridge Investments, LLC's EIN is 82-0615995.

EIN 82-0615995

Plan number 001

Plan year 2024

ACK ID 20250514172959NAL0028341664002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthbridge Investments, 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 WEALTHBRIDGE INVESTMENTS, 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