How big is 21 5 Wealth Management, LLC's plan?

21 5 Wealth Management, LLC's plan reported $49K in assets and 3 participants for 2024.

Original filing (PDF)20251013084913NAL0000980353001

21 5 Wealth Management, LLC

Name: 21 5 Wealth Management, LLC — 21 5 Wealth Management, Form 5500 (2024)
Creator: 21 5 Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

21 5 Wealth Management, LLC Retirement Savings Plan

401(k) retirement plan · 21 5 Wealth Management, LLC's 21 5 Wealth Management, LLC Retirement Savings Plan held $49K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$49K

Net assets (EOY)

$49K

Plan identifiers

21 5 Wealth Management, LLC's EIN is 84-3349735.

EIN 84-3349735

Plan number 001

Plan year 2024

ACK ID 20251013084913NAL0000980353001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 21 5 Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

21 5 Wealth Management, 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 21 5 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