· 2022–2024 · DOL EFAST2

Family Wealth Solutions — Family Wealth Solutions, Form 5500 (2025)

Original filing (PDF)20260424083135NAL0011884050001

Family Wealth Solutions

Form 5500-SF

FILING_RECEIVED

Family Wealth Solutions LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Family Wealth Solutions' Family Wealth Solutions LLC 401(k) Profit Sharing Plan & Trust held $646K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

5

Accounts w/ balance

5

Plan assets (EOY)

$646K

Net assets (EOY)

$646K

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

86

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (93rd percentile).

Decision-maker contacts

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

Plan sponsor

Name

FAMILY WEALTH SOLUTIONS

EIN

84-3554612all filings

Address

8652 SR 70 · BRADENTON, FL · 34202

Phone

(941) 524-9418

Industry

Finance & Insurance

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-24

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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