How big is Enspyre Wealth Advisors' plan?

Enspyre Wealth Advisors' plan reported $414K in assets and 4 participants for 2024.

Original filing (PDF)20250530221528NAL0015391552001

Enspyre Wealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Enspyre Wealth Advisors Retirement Plan

401(k) retirement plan · Enspyre Wealth Advisors' Enspyre Wealth Advisors Retirement Plan held $414K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$414K

Net assets (EOY)

$414K

Plan identifiers

Enspyre Wealth Advisors' EIN is 83-3072217.

EIN 83-3072217

Plan number 001

Plan year 2024

ACK ID 20250530221528NAL0015391552001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Enspyre Wealth Advisors' 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 ENSPYRE WEALTH ADVISORS.

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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