How big is SFG Wealth Advisors, LLC's plan?

SFG Wealth Advisors, LLC's plan reported $1.8M in assets and 5 participants for 2024.

Original filing (PDF)20250723111312NAL0001957731001

SFG Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

SFG Wealth Advisors, LLC Retirement Plan

401(k) retirement plan · SFG Wealth Advisors, LLC's SFG Wealth Advisors, LLC Retirement Plan held $1.8M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

SFG Wealth Advisors, LLC's EIN is 84-4240269.

EIN 84-4240269

Plan number 001

Plan year 2024

ACK ID 20250723111312NAL0001957731001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SFG Wealth Advisors, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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