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

Meyers Wealth Management, LLC's plan reported $1.5M in assets and 10 participants for 2025.

Original filing (PDF)20260227110038NAL0000143075001

Meyers Wealth Management, LLC

Name: Meyers Wealth Management, LLC — Meyers Wealth, Form 5500 (2025)
Creator: Meyers Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Meyers Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Meyers Wealth Management, LLC's Meyers Wealth Management, LLC 401(k) Plan held $1.5M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Meyers Wealth Management, LLC's EIN is 82-2373663.

EIN 82-2373663

Plan number 001

Plan year 2025

ACK ID 20260227110038NAL0000143075001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Meyers Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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