How big is Rightwealth Advisors, LLC's plan?

Rightwealth Advisors, LLC's plan reported $1.4M in assets and 5 participants for 2025.

Original filing (PDF)20260407115616NAL0007424513001

Rightwealth Advisors, LLC

Name: Rightwealth Advisors, LLC — Rightwealth Advisors, Form 5500 (2025)
Creator: Rightwealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Rightwealth Advisors, LLC 401(k) Plan

401(k) retirement plan · Rightwealth Advisors, LLC's Rightwealth Advisors, LLC 401(k) Plan held $1.4M in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Rightwealth Advisors, LLC's EIN is 83-3153732.

EIN 83-3153732

Plan number 001

Plan year 2025

ACK ID 20260407115616NAL0007424513001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Rightwealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Rightwealth Advisors, 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 RIGHTWEALTH ADVISORS, 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