How big is Wedel Financial Group, LLC's plan?

Wedel Financial Group, LLC's plan reported $2.9M in assets and 10 participants for 2024.

Original filing (PDF)20250918145037NAL0001657152001

Wedel Financial Group, LLC

Name: Wedel Financial Group, LLC — Wedel Financial Group, Form 5500 (2024)
Creator: Wedel Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wedel Financial Group 401(k) Plan

401(k) retirement plan · Wedel Financial Group, LLC's Wedel Financial Group 401(k) Plan held $2.9M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Wedel Financial Group, LLC's EIN is 85-1701638.

EIN 85-1701638

Plan number 001

Plan year 2024

ACK ID 20250918145037NAL0001657152001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wedel Financial Group, 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 WEDEL FINANCIAL GROUP, 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

Knocking points off