How big is Rightwealth Advisors' plan?

Rightwealth Advisors' plan reported $184 in assets and 3 participants for 2024.

Original filing (PDF)20250729141430NAL0001387411001

Rightwealth Advisors

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

Form 5500-SF

FILING_RECEIVED

Rightwealth Advisors SOCA Benefit Plan

Health & welfare plan · Rightwealth Advisors' Rightwealth Advisors SOCA Benefit Plan held $184 in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$184

Net assets (EOY)

$65

People on this filing

Matt Appenzeller signed Rightwealth Advisors' 2024 Form 5500 as plan administrator.

Matt Appenzeller — 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

Rightwealth Advisors' EIN is 83-3153732.

EIN 83-3153732

Plan number 502

Plan year 2024

ACK ID 20250729141430NAL0001387411001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Rightwealth Advisors' plan includes health coverage.

Decision-maker contacts

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

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Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score