How big is Russell Wealth Advisors' plan?

Russell Wealth Advisors' plan reported $318K in assets and 3 participants for 2024.

Original filing (PDF)20250701072237NAL0018235312001

Russell Wealth Advisors

Name: Russell Wealth Advisors — Russell Wealth Advisors, Form 5500 (2024)
Creator: Russell Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Russell Wealth Advisors 401(k) Plan

401(k) retirement plan · Russell Wealth Advisors' Russell Wealth Advisors 401(k) Plan held $318K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

Plan identifiers

Russell Wealth Advisors' EIN is 82-2798485.

EIN 82-2798485

Plan number 001

Plan year 2024

ACK ID 20250701072237NAL0018235312001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Russell Wealth Advisors' 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 RUSSELL WEALTH ADVISORS.

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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