How big is Team Wealth Solutions' plan?

Team Wealth Solutions' plan reported $970K in assets and 4 participants for 2024.

Original filing (PDF)20251222094000NAL0005032739001

Team Wealth Solutions

Name: Team Wealth Solutions — Team Wealth Solutions 401(k), Form 5500 (2024)
Creator: Team Wealth Solutions
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team Wealth Solutions 401(k) Plan

401(k) retirement plan · Team Wealth Solutions' Team Wealth Solutions 401(k) Plan held $970K in plan assets for 4 participants in 2024.

Signals · 2

Late filing · 1.2 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$970K

Net assets (EOY)

$970K

People on this filing

ADAM O'SHIelds signed Team Wealth Solutions' 2024 Form 5500 as plan administrator.

ADAM O'SHIelds — 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

Team Wealth Solutions' EIN is 83-2474007.

EIN 83-2474007

Plan number 001

Plan year 2024

ACK ID 20251222094000NAL0005032739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Team Wealth Solutions' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off