Original filing (PDF)20250917091301NAL0000310384001

Wealth Revolution Coaching, Inc. DBA Tardus Wealth Strategies

Name: Wealth Revolution Coaching, Inc. DBA Tardus Wealth Strategies — Form 5500 Plan 001 (2024)
Creator: Wealth Revolution Coaching, Inc. DBA Tardus Wealth Strategies
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

WRC 401(k) Plan

401(k) retirement plan · Wealth Revolution Coaching, Inc. DBA Tardus Wealth Strategies' WRC 401(k) Plan held $205K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$204K

People on this filing

Tanisha Souza signed Wealth Revolution Coaching, Inc. DBA Tardus Wealth Strategies' 2024 Form 5500 as plan administrator.

Tanisha Souza — 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

Wealth Revolution Coaching, Inc. DBA Tardus Wealth Strategies' EIN is 82-4770375.

EIN 82-4770375

Plan number 001

Plan year 2024

ACK ID 20250917091301NAL0000310384001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Revolution Coaching, Inc. DBA Tardus Wealth Strategies from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Revolution Coaching, Inc. DBA Tardus Wealth Strategies' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH REVOLUTION COACHING, INC. DBA TARDUS WEALTH STRATEGIES.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

WEALTH REVOLUTION COACHING, INC. DBA TARDUS WEALTH STRATEGIES

EIN

all filings

Address

700 BISHOP STREET, SUITE 501 · HONOLULU, HI · 96813

Phone

(808) 440-0688

Industry

Finance & Insurance

Plan administrator