How big is Utopia Wealth Management, LLC's plan?

Utopia Wealth Management, LLC's plan reported $776K in assets and 2 participants for 2024.

Original filing (PDF)20250331093856NAL0003188499001

Utopia Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Utopia Wealth Management 401(k) Plan

401(k) retirement plan · Utopia Wealth Management, LLC's Utopia Wealth Management 401(k) Plan held $776K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$776K

Net assets (EOY)

$776K

Plan identifiers

Utopia Wealth Management, LLC's EIN is 83-2877610.

EIN 83-2877610

Plan number 001

Plan year 2024

ACK ID 20250331093856NAL0003188499001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Utopia Wealth Management, LLC's 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 UTOPIA WEALTH MANAGEMENT, 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