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

QP Wealth Management, LLC's plan reported $790K in assets and 8 participants for 2024.

Original filing (PDF)20251009124811NAL0010973584001

QP Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

QP Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · QP Wealth Management, LLC's QP Wealth Management 401(k) Profit Sharing Plan held $790K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$790K

Net assets (EOY)

$790K

People on this filing

James Lloyd signed QP Wealth Management, LLC's 2024 Form 5500 as plan administrator.

James Lloyd — 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

QP Wealth Management, LLC's EIN is 83-4716043.

EIN 83-4716043

Plan number 001

Plan year 2024

ACK ID 20251009124811NAL0010973584001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

QP 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 QP 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