Original filing (PDF)20251010142818NAL0018817538001

WEALTHPLAN PARTNERS

Name: WEALTHPLAN PARTNERS — WEALTHPLAN PARTNERS 401K PROFIT SHARING PLAN, Form 5500 (2024)
Creator: WEALTHPLAN PARTNERS

Form 5500-SF

FILING_RECEIVED

WEALTHPLAN PARTNERS 401K PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$408K

Net assets (EOY)

$408K

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 account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

WEALTHPLAN PARTNERS

EIN

82-2086329all filings

Address

24610 DETROIT RD. · STE. 210 · WESTLAKE, OH · 44145

Phone

(440) 471-8150

Industry