How big is CUI Wealth Management LLC's plan?

CUI Wealth Management LLC's plan reported $20K in assets and 2 participants for 2025.

Original filing (PDF)20260427221129NAL0005081123080

CUI Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

CUI Wealth Management 401(k) Plan

401(k) retirement plan · CUI Wealth Management LLC's CUI Wealth Management 401(k) Plan held $20K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$20K

Net assets (EOY)

$20K

Plan identifiers

CUI Wealth Management LLC's EIN is 82-2506256.

EIN 82-2506256

Plan number 001

Plan year 2025

ACK ID 20260427221129NAL0005081123080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CUI WEALTH MANAGEMENT LLC.

Finding similar companies…

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