Original filing (PDF)20250417074420NAL0000796577001

SIX DEGREES WEALTH LLC

Name: SIX DEGREES WEALTH LLC — SIX DEGREES WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: SIX DEGREES WEALTH LLC

Form 5500-SF

FILING_RECEIVED

SIX DEGREES WEALTH LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$231K

Net assets (EOY)

$231K

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

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SIX DEGREES WEALTH LLC.

Plan sponsor

Name

SIX DEGREES WEALTH LLC

EIN

85-2847794all filings

Address

1470 COPPERFIELD PKWY · COLLEGE STATION, TX · 778455785

Phone

(979) 314-4832

Industry

All Other Professional Services· Professional & Technical Servicessee all

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

2025-04-17

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

PUSH INDUSTRIES INC.

PUSH INDUSTRIES INC. RETIREMENT TRUST

$231K · 13 participants

GIGAMUNE INC.

GIGAMUNE INC. RETIREMENT TRUST

$231K · 6 participants

SOLID ROCK PROPERTY GROUP LLC

SOLID ROCK PROPERTY GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$231K · 2 participants

RP ELECTRIC SERVICES INC

RP ELECTRIC SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$231K · 2 participants

LEGACY SPORTS INVESTMENTS LLC

LEGACY SPORTS INVESTMENTS 401(K) AND PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.