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

Cardinal Wealth Management, LLC's plan reported $323K in assets and 2 participants for 2024.

Original filing (PDF)20250521090153NAL0001775827001

Cardinal Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Cardinal Wealth Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cardinal Wealth Management, LLC's Cardinal Wealth Management, LLC 401(k) Profit Sharing Plan held $323K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

Plan identifiers

Cardinal Wealth Management, LLC's EIN is 82-0954875.

EIN 82-0954875

Plan number 001

Plan year 2024

ACK ID 20250521090153NAL0001775827001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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