How big is Instrumental Wealth, LLC's plan?

Instrumental Wealth, LLC's plan reported $1.5M in assets and 10 participants for 2024.

Original filing (PDF)20250626074804NAL0008754609001

Instrumental Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Instrumental Wealth, LLC 401(k) Plan

401(k) retirement plan · Instrumental Wealth, LLC's Instrumental Wealth, LLC 401(k) Plan held $1.5M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

David S. Silver signed Instrumental Wealth, LLC's 2024 Form 5500 as plan administrator.

David S. Silver — 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

Instrumental Wealth, LLC's EIN is 85-3081152.

EIN 85-3081152

Plan number 001

Plan year 2024

ACK ID 20250626074804NAL0008754609001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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