How big is Demand Wealth Management's plan?

Demand Wealth Management's plan reported $577K in assets and 2 participants for 2024.

Original filing (PDF)20250509075921NAL0013504641001

Demand Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Demand Wealth Management Cash Balance Plan and Trust

Defined-benefit pension plan · Demand Wealth Management's Demand Wealth Management Cash Balance Plan and Trust held $577K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$577K

Net assets (EOY)

$577K

Plan identifiers

Demand Wealth Management's EIN is 84-3024870.

EIN 84-3024870

Plan number 001

Plan year 2024

ACK ID 20250509075921NAL0013504641001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Demand Wealth Management's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score