How big is The Wealth Conservancy, Inc.'s plan?

The Wealth Conservancy, Inc.'s plan reported $905K in assets and 5 participants for 2024.

Original filing (PDF)20250414160050NAL0000894675001

The Wealth Conservancy, Inc.

Name: The Wealth Conservancy, Inc. — The Wealth Conservanc, Form 5500 (2024)
Creator: The Wealth Conservancy, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Wealth Conservancy, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · The Wealth Conservancy, Inc.'s The Wealth Conservancy, Inc. 401(k) Profit Sharing Plan held $905K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$905K

Net assets (EOY)

$905K

People on this filing

Steven Henningsen signed The Wealth Conservancy, Inc.'s 2024 Form 5500 as plan administrator.

Steven Henningsen — 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

The Wealth Conservancy, Inc.'s EIN is 84-1131359.

EIN 84-1131359

Plan number 001

Plan year 2024

ACK ID 20250414160050NAL0000894675001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Wealth Conservancy, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Wealth Conservancy, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (90th percentile).

Plan sponsor

Name

THE WEALTH CONSERVANCY, INC.

EIN

all filings

Address

2355 CANYON BLVD., STE. 204 · BOULDER, CO · 80302

Phone

(303) 444-1919

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator