How big is Wealth Advisory Ltd.'s plan?

Wealth Advisory Ltd.'s plan reported $9K in assets and 1 participants for 2024.

Original filing (PDF)20250929121004NAL0015163923001

Wealth Advisory Ltd.

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

Form 5500-SF

FILING_RECEIVED

Wealth Advisory Ltd. 401(k) Plan

401(k) retirement plan · Wealth Advisory Ltd.'s Wealth Advisory Ltd. 401(k) Plan held $9K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9K

Net assets (EOY)

$9K

People on this filing

Scott Sanders signed Wealth Advisory Ltd.'s 2024 Form 5500 as plan administrator.

Scott Sanders — 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

Wealth Advisory Ltd.'s EIN is 82-2614022.

EIN 82-2614022

Plan number 001

Plan year 2024

ACK ID 20250929121004NAL0015163923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Advisory Ltd.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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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