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

Ward Wealth Management, LLC's plan reported $116K in assets and 2 participants for 2024.

Original filing (PDF)20250708104446NAL0002601011001

Ward Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Ward Wealth Management 401(k) Plan

401(k) retirement plan · Ward Wealth Management, LLC's Ward Wealth Management 401(k) Plan held $116K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$116K

Net assets (EOY)

$116K

People on this filing

Jesse Ward signed Ward Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Jesse Ward — 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

Ward Wealth Management, LLC's EIN is 84-2652176.

EIN 84-2652176

Plan number 001

Plan year 2024

ACK ID 20250708104446NAL0002601011001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Ward Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARD 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