How big is Sarver Vrooman Wealth Advisors LLC's plan?

Sarver Vrooman Wealth Advisors LLC's plan reported $2.3M in assets and 6 participants for 2024.

Original filing (PDF)20250718115314NAL0000786691001

Sarver Vrooman Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Sarver Vrooman Wealth Advisors 401(k) Plan

401(k) retirement plan · Sarver Vrooman Wealth Advisors LLC's Sarver Vrooman Wealth Advisors 401(k) Plan held $2.3M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Sarver Vrooman Wealth Advisors LLC's EIN is 84-2023104.

EIN 84-2023104

Plan number 001

Plan year 2024

ACK ID 20250718115314NAL0000786691001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sarver Vrooman Wealth Advisors LLC'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 SARVER VROOMAN WEALTH ADVISORS 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