How big is Meschel Wealth Management's plan?

Meschel Wealth Management's plan reported $86K in assets and 2 participants for 2024.

Original filing (PDF)20250414164530NAL0003993410001

Meschel Wealth Management

Name: Meschel Wealth Management — MWM 401(k) and Profit, Form 5500 (2024)
Creator: Meschel Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MWM 401(k) and Profit Sharing Plan

401(k) retirement plan · Meschel Wealth Management's MWM 401(k) and Profit Sharing Plan held $86K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$86K

Net assets (EOY)

$86K

People on this filing

David Meschel signed Meschel Wealth Management's 2024 Form 5500 as plan administrator.

David Meschel — 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

Meschel Wealth Management's EIN is 82-2393520.

EIN 82-2393520

Plan number 001

Plan year 2024

ACK ID 20250414164530NAL0003993410001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Meschel Wealth Management'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 MESCHEL WEALTH MANAGEMENT.

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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