How big is RS WILL Wealth Management LLC's plan?

RS WILL Wealth Management LLC's plan reported $2.6M in assets and 14 participants for 2024.

Original filing (PDF)20250924104348NAL0009105043001

RS WILL Wealth Management LLC

Name: RS WILL Wealth Management LLC — RS WILL Wealth, Form 5500 (2024)
Creator: RS WILL Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

RS WILL Wealth Management 401(k) Plan

401(k) retirement plan · RS WILL Wealth Management LLC's RS WILL Wealth Management 401(k) Plan held $2.6M in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Alexandra Kelly signed RS WILL Wealth Management LLC's 2024 Form 5500 as plan administrator.

Alexandra Kelly — 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

RS WILL Wealth Management LLC's EIN is 85-2878562.

EIN 85-2878562

Plan number 001

Plan year 2024

ACK ID 20250924104348NAL0009105043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

RS WILL Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for RS WILL 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