How big is Defined Wealth Management, LLC's plan?

Defined Wealth Management, LLC's plan reported $1.6M in assets and 4 participants for 2024.

Original filing (PDF)20251007123359NAL0007894944001

Defined Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Defined Wealth Management 401(k) Plan

401(k) retirement plan · Defined Wealth Management, LLC's Defined Wealth Management 401(k) Plan held $1.6M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Chris Hatfield signed Defined Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Chris Hatfield — 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

Defined Wealth Management, LLC's EIN is 84-4409209.

EIN 84-4409209

Plan number 001

Plan year 2024

ACK ID 20251007123359NAL0007894944001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Defined Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 DEFINED WEALTH MANAGEMENT, LLC.

Finding similar companies…

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