How big is 44 Wealth Management LLC's plan?

44 Wealth Management LLC's plan reported $629K in assets and 5 participants for 2025.

Original filing (PDF)20260430141625NAL0000019553001

44 Wealth Management LLC

Name: 44 Wealth Management LLC — 44 Wealth Management, Form 5500 (2025)
Creator: 44 Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

44 Wealth Management 401(k) Plan

401(k) retirement plan · 44 Wealth Management LLC's 44 Wealth Management 401(k) Plan held $629K in plan assets for 5 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

People on this filing

Blaine Werner signed 44 Wealth Management LLC's 2025 Form 5500 as plan administrator.

Blaine Werner — 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

44 Wealth Management LLC's EIN is 85-1280806.

EIN 85-1280806

Plan number 001

Plan year 2025

ACK ID 20260430141625NAL0000019553001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for 44 Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

44 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 44 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