How big is Aldrich Wealth Management LLC's plan?

Aldrich Wealth Management LLC's plan reported $262K in assets and 4 participants for 2025.

Original filing (PDF)20260519164844NAL0000919139001

Aldrich Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Aldrich Wealth Management Retirement Plan

401(k) retirement plan · Aldrich Wealth Management LLC's Aldrich Wealth Management Retirement Plan held $262K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$262K

Net assets (EOY)

$262K

People on this filing

Chris Aldrich signed Aldrich Wealth Management LLC's 2025 Form 5500 as plan administrator.

Chris Aldrich — 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

Aldrich Wealth Management LLC's EIN is 82-3483797.

EIN 82-3483797

Plan number 001

Plan year 2025

ACK ID 20260519164844NAL0000919139001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Aldrich Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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