How big is Proper Wealth, LLC's plan?

Proper Wealth, LLC's plan reported $91K in assets and 10 participants for 2024.

Original filing (PDF)20251005111929NAL0001454515001

Proper Wealth, LLC

Name: Proper Wealth, LLC — The Proper 401(k), Form 5500 (2024)
Creator: Proper Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Proper 401(k)

401(k) retirement plan · Proper Wealth, LLC's The Proper 401(k) held $91K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$91K

Net assets (EOY)

$91K

Plan identifiers

Proper Wealth, LLC's EIN is 85-0714212.

EIN 85-0714212

Plan number 001

Plan year 2024

ACK ID 20251005111929NAL0001454515001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Proper Wealth, 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 PROPER WEALTH, 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

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

PROPER WEALTH, LLC

EIN

all filings

Address

3233 THOMASVILLE RD. · TALLAHASSEE, FL · 32308

Phone

(850) 972-9725

Industry

Finance & Insurance

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

2025-10-05

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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