How big is Wealth Partners Alliance's plan?

Wealth Partners Alliance's plan reported $1.6M in assets and 15 participants for 2024.

Original filing (PDF)20251008150817NAL0005739729001

Wealth Partners Alliance

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

Form 5500-SF

FILING_RECEIVED

Wealth Partners Alliance 401(k) Savings Plan

401(k) retirement plan · Wealth Partners Alliance's Wealth Partners Alliance 401(k) Savings Plan held $1.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

David McBee signed Wealth Partners Alliance's 2024 Form 5500 as plan administrator.

David McBee — 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

Wealth Partners Alliance's EIN is 83-3598880.

EIN 83-3598880

Plan number 001

Plan year 2024

ACK ID 20251008150817NAL0005739729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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