How big is Define Wealth Financial Group's plan?

Define Wealth Financial Group's plan reported $61K in assets and 6 participants for 2024.

Original filing (PDF)20250613104237NAL0029983968001

Define Wealth Financial Group

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

Form 5500-SF

FILING_RECEIVED

Define Wealth Financial Group 401(k) Plan

401(k) retirement plan · Define Wealth Financial Group's Define Wealth Financial Group 401(k) Plan held $61K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

People on this filing

Roger Hudgins signed Define Wealth Financial Group's 2024 Form 5500 as plan administrator.

Roger Hudgins — 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

Define Wealth Financial Group's EIN is 85-2617693.

EIN 85-2617693

Plan number 001

Plan year 2024

ACK ID 20250613104237NAL0029983968001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Define Wealth Financial Group'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 DEFINE WEALTH FINANCIAL GROUP.

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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