How big is Towermark Wealth Management, LLC's plan?

Towermark Wealth Management, LLC's plan reported $3.5M in assets and 6 participants for 2024.

Original filing (PDF)20250610121512NAL0013095571001

Towermark Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Towermark Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Towermark Wealth Management, LLC's Towermark Wealth Management, LLC 401(k) Plan held $3.5M in plan assets for 6 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Sanil John for TRPC signed Towermark Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Sanil John for TRPC — 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

Towermark Wealth Management, LLC's EIN is 82-4418628.

EIN 82-4418628

Plan number 001

Plan year 2024

ACK ID 20250610121512NAL0013095571001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Towermark Wealth Management, LLC's 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 TOWERMARK WEALTH MANAGEMENT, LLC.

Finding similar companies…

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