How big is ALM Wealth Management, Inc.'s plan?

ALM Wealth Management, Inc.'s plan reported $417K in assets and 3 participants for 2024.

Original filing (PDF)20250715204925NAL0001594387001

ALM Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

ALM Wealth Management, Inc. 401(k) Plan

401(k) retirement plan · ALM Wealth Management, Inc.'s ALM Wealth Management, Inc. 401(k) Plan held $417K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$417K

Net assets (EOY)

$417K

Plan identifiers

ALM Wealth Management, Inc.'s EIN is 82-4379703.

EIN 82-4379703

Plan number 001

Plan year 2024

ACK ID 20250715204925NAL0001594387001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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