How big is Channel Wealth, LLC's plan?

Channel Wealth, LLC's plan reported $1.5M in assets and 12 participants for 2024.

Original filing (PDF)20250910174206NAL0021364881001

Channel Wealth, LLC

Name: Channel Wealth, LLC — Channel Wealth, LLC 401(k), Form 5500 (2024)
Creator: Channel Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Channel Wealth, LLC 401(k) Plan

401(k) retirement plan · Channel Wealth, LLC's Channel Wealth, LLC 401(k) Plan held $1.5M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Channel Wealth, LLC's EIN is 84-2475389.

EIN 84-2475389

Plan number 001

Plan year 2024

ACK ID 20250910174206NAL0021364881001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Channel Wealth, 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 CHANNEL WEALTH, 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