How big is Thurlow Wealth Management LLC's plan?

Thurlow Wealth Management LLC's plan reported $692K in assets and 2 participants for 2024.

Original filing (PDF)20251002074445NAL0000126499001

Thurlow Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Thurlow Wealth Management LLC 401(k) Plan

401(k) retirement plan · Thurlow Wealth Management LLC's Thurlow Wealth Management LLC 401(k) Plan held $692K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$692K

Net assets (EOY)

$692K

Plan identifiers

Thurlow Wealth Management LLC's EIN is 83-3794958.

EIN 83-3794958

Plan number 001

Plan year 2024

ACK ID 20251002074445NAL0000126499001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Thurlow Wealth Management LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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