Original filing (PDF)20250708104446NAL0002601011001

WARD WEALTH MANAGEMENT, LLC

Name: WARD WEALTH MANAGEMENT, LLC — WARD WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: WARD WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

WARD WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for WARD WEALTH MANAGEMENT, LLC.

Plan sponsor

Name

WARD WEALTH MANAGEMENT, LLC

EIN

84-2652176

Address

444 HOSPITAL WAY · SUITE 520 · POCATELLO, ID · 83201

Phone

(208) 297-6883

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2R · Participant-directed brokerage (SDBA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

TMT PARTNERS LTD

TMT PARTNERS LTD 401(K) PROFIT SHARING PLAN & TRUST

$117K · 6 participants

GENERAL EMPLOYMENT SERVICES LL

GENERAL EMPLOYMENT SERVICES LL 401(K) PROFIT SHARING PLAN & TRUST

$114K · 6 participants

WILLAMETTE FALLS TRUST

WILLAMETTE FALLS TRUST 401(K) PLAN

$114K · 3 participants

VINVESTO, INC.

VINVESTO, INC. 401(K) PLAN

$113K · 8 participants

GOLDEN FINANCIAL SOLUTIONS LLC

GOLDEN FINANCIAL SOLUTIONS 401(K) PLAN