How big is 2M Wealth Management, LLC's plan?

2M Wealth Management, LLC's plan reported $22K in assets and 6 participants for 2022.

Original filing (PDF)20230516093619NAL0000494081001

2M Wealth Management, LLC

Name: 2M Wealth Management, LLC — 2M Wealth Management, Form 5500 (2022)
Creator: 2M Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

2M Wealth Management, LLC 401(k) Plan

401(k) retirement plan · 2M Wealth Management, LLC's 2M Wealth Management, LLC 401(k) Plan held $22K in plan assets for 6 participants in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$22K

Net assets (EOY)

$22K

People on this filing

Jordan Grabowski signed 2M Wealth Management, LLC's 2022 Form 5500 as plan administrator.

Jordan Grabowski — 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

2M Wealth Management, LLC's EIN is 84-5033176.

EIN 84-5033176

Plan number 001

Plan year 2022

ACK ID 20230516093619NAL0000494081001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for 2M Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

2M Wealth Management, LLC'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 2M WEALTH MANAGEMENT, 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