· 2022–2024 · DOL EFAST2

TACTICAL WEALTH MANAGEMENT — TACTICAL WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250507102521NAL0006884163001

TACTICAL WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

TACTICAL WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

10

Accounts w/ balance

9

Plan assets (EOY)

$811K

Net assets (EOY)

$811K

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

73

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (86th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TACTICAL WEALTH MANAGEMENT

EIN

84-4030766all filings

Address

800 W WALL ST STE D · MIDLAND, TX · 797016649

Phone

(432) 570-4344

Industry

CPA Offices· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-07

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size CPA Offices plans

WALL & COMPANY, PLLC

WALL & COMPANY, PLLC 401(K) PLAN

$812K · 14 participants

ALLISON & GIBB, LLP

ALLISON & GIBB, LLP 401(K) PLAN

$812K · 15 participants

DE ARRIGOITIA CPA LLC

DE ARRIGOITIA CPA LLC 401(K) PLAN

PHILLIP GRAHAM & ASSOC P.C.

PHILLIP GRAHAM & ASSOC P.C. PROFIT SHARING PLAN

$813K · 2 participants

MOD VENTURES LLC

MOD VENTURES LLC 401(K) PROFIT SHARING PLAN & TRUST

$813K · 13 participants

Researching more plans? Run a look up another company's Form 5500 by company name, EIN, or plan name.