How big is Plan First Wealth LLC's plan?

Plan First Wealth LLC's plan reported $242K in assets and 3 participants for 2024.

Original filing (PDF)20250527074607NAL0005812465001

Plan First Wealth LLC

Name: Plan First Wealth LLC — Plan First Wealth LLC 401(k), Form 5500 (2024)
Creator: Plan First Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Plan First Wealth LLC 401(k) Plan

401(k) retirement plan · Plan First Wealth LLC's Plan First Wealth LLC 401(k) Plan held $242K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$242K

Net assets (EOY)

$242K

People on this filing

Martha KERN signed Plan First Wealth LLC's 2024 Form 5500 as plan administrator.

Martha KERN — 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

Plan First Wealth LLC's EIN is 82-1635002.

EIN 82-1635002

Plan number 001

Plan year 2024

ACK ID 20250527074607NAL0005812465001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Plan First Wealth 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 PLAN FIRST WEALTH 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