How big is Accountants Wealth National GROU's plan?

Accountants Wealth National GROU's plan reported $174K in assets and 5 participants for 2024.

Original filing (PDF)20250610120635NAL0024583360001

Accountants Wealth National GROU

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

Form 5500-SF

FILING_RECEIVED

Accountants Wealth National Group LLC

401(k) retirement plan · Accountants Wealth National GROU's Accountants Wealth National Group LLC held $174K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

People on this filing

Paul Weinberger signed Accountants Wealth National GROU's 2024 Form 5500 as plan administrator.

Paul Weinberger — 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

Accountants Wealth National GROU's EIN is 84-3698432.

EIN 84-3698432

Plan number 001

Plan year 2024

ACK ID 20250610120635NAL0024583360001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Accountants Wealth National GROU'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 ACCOUNTANTS WEALTH NATIONAL GROU.

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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

Knocking points off