How big is Master Wealth, LLC's plan?

Master Wealth, LLC's plan reported $1.3M in assets and 9 participants for 2024.

Original filing (PDF)20250702110842NAL0032819778001

Master Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Master Wealth, LLC 401(k) Plan

401(k) retirement plan · Master Wealth, LLC's Master Wealth, LLC 401(k) Plan held $1.3M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Joel W. Malakoff signed Master Wealth, LLC's 2024 Form 5500 as plan administrator.

Joel W. Malakoff — 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

Master Wealth, LLC's EIN is 82-3833131.

EIN 82-3833131

Plan number 001

Plan year 2024

ACK ID 20250702110842NAL0032819778001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Master Wealth, LLC's plan includes automatic enrollment, profit-sharing, a 401(k) feature, a self-directed brokerage window, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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