How big is Wave Financial Group, LLC's plan?

Wave Financial Group, LLC's plan reported $383K in assets and 39 participants for 2022.

Original filing (PDF)20231013111917NAL0022548307001

Wave Financial Group, LLC

Name: Wave Financial Group, LLC — Wave Financial 401(k), Form 5500 (2022)
Creator: Wave Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wave Financial 401(k) Profit Sharing Plan

401(k) retirement plan · Wave Financial Group, LLC's Wave Financial 401(k) Profit Sharing Plan held $383K in plan assets for 39 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$383K

Net assets (EOY)

$383K

People on this filing

Jennifer Wilde Anderson signed Wave Financial Group, LLC's 2022 Form 5500 as plan administrator.

Jennifer Wilde Anderson — 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

Wave Financial Group, LLC's EIN is 83-1912473.

EIN 83-1912473

Plan number 001

Plan year 2022

ACK ID 20231013111917NAL0022548307001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Wave Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Wave Financial Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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