How big is Troutman Wealth Management, LLC's plan?

Troutman Wealth Management, LLC's plan reported $630K in assets and 2 participants for 2024.

Original filing (PDF)20250610100607NAL0011534131001

Troutman Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Troutman Wealth Management 401(k) Plan

401(k) retirement plan · Troutman Wealth Management, LLC's Troutman Wealth Management 401(k) Plan held $630K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

People on this filing

Stephen Troutman signed Troutman Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Stephen Troutman — 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

Troutman Wealth Management, LLC's EIN is 83-4101267.

EIN 83-4101267

Plan number 001

Plan year 2024

ACK ID 20250610100607NAL0011534131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Troutman Wealth Management, LLC's 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 TROUTMAN 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