How big is 37 Wealth Inc.'s plan?

37 Wealth Inc.'s plan reported $3.8M in assets and 9 participants for 2024.

Original filing (PDF)20251009152246NAL0004038179001

37 Wealth Inc.

Name: 37 Wealth Inc. — 37 Wealth Inc. 401(k) Profit, Form 5500 (2024)
Creator: 37 Wealth Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

37 Wealth Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · 37 Wealth Inc.'s 37 Wealth Inc. 401(k) Profit Sharing Plan held $3.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

Plan identifiers

37 Wealth Inc.'s EIN is 83-2497112.

EIN 83-2497112

Plan number 001

Plan year 2024

ACK ID 20251009152246NAL0004038179001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 37 Wealth Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

37 Wealth Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 37 WEALTH INC..

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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