How big is Trusted Wealth Partners' plan?

Trusted Wealth Partners' plan reported $6.6M in assets and 14 participants for 2024.

Original filing (PDF)20250630152219NAL0006657859001

Trusted Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

Trusted Wealth Partners 401(k) Plan

401(k) retirement plan · Trusted Wealth Partners' Trusted Wealth Partners 401(k) Plan held $6.6M in plan assets for 14 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.6M

Net assets (EOY)

$6.6M

Plan identifiers

Trusted Wealth Partners' EIN is 82-3350510.

EIN 82-3350510

Plan number 001

Plan year 2024

ACK ID 20250630152219NAL0006657859001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Trusted Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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 TRUSTED WEALTH PARTNERS.

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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