How big is Green Wealth Management's plan?

Green Wealth Management's plan reported $541K in assets and 18 participants for 2025.

Original filing (PDF)20260413172514NAL0010541859001

Green Wealth Management

Name: Green Wealth Management — Green Wealth Management, Form 5500 (2025)
Creator: Green Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Green Wealth Management 401(k) P/S Plan

401(k) retirement plan · Green Wealth Management's Green Wealth Management 401(k) P/S Plan held $541K in plan assets for 18 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$541K

Net assets (EOY)

$541K

People on this filing

Dustin Green signed Green Wealth Management's 2025 Form 5500 as plan administrator.

Dustin Green — 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

Green Wealth Management's EIN is 84-4129952.

EIN 84-4129952

Plan number 001

Plan year 2025

ACK ID 20260413172514NAL0010541859001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Green Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Green Wealth Management's plan includes automatic enrollment, profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GREEN 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score