How big is Flourish Wealth Advisors LLC's plan?

Flourish Wealth Advisors LLC's plan reported $3.2M in assets and 3 participants for 2024.

Original filing (PDF)20250702130604NAL0019851520001

Flourish Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Flourish Wealth Advisors 401(k) Plan

401(k) retirement plan · Flourish Wealth Advisors LLC's Flourish Wealth Advisors 401(k) Plan held $3.2M in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

People on this filing

William Dwyer signed Flourish Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

William Dwyer — 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

Flourish Wealth Advisors LLC's EIN is 82-4900560.

EIN 82-4900560

Plan number 001

Plan year 2024

ACK ID 20250702130604NAL0019851520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Flourish Wealth Advisors 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 FLOURISH WEALTH ADVISORS 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