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

Foothills Wealth Management, LLC's plan reported $704K in assets and 4 participants for 2024.

Original filing (PDF)20250908135728NAL0019524881001

Foothills Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Foothills Wealth Management 401(k) Plan

401(k) retirement plan · Foothills Wealth Management, LLC's Foothills Wealth Management 401(k) Plan held $704K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$704K

Net assets (EOY)

$704K

People on this filing

Michael Vanderford signed Foothills Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Michael Vanderford — 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

Foothills Wealth Management, LLC's EIN is 82-1007677.

EIN 82-1007677

Plan number 001

Plan year 2024

ACK ID 20250908135728NAL0019524881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FOOTHILLS 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 (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

FOOTHILLS WEALTH MANAGEMENT, LLC

EIN

all filings

Address

510 REED ROAD · ANDERSON, SC · 29621

Phone

(864) 934-0728

Industry

Finance & Insurance

Plan administrator