How big is Stelvio Wealth Partners LLC's plan?

Stelvio Wealth Partners LLC's plan reported $84K in assets and 3 participants for 2023.

Original filing (PDF)20240620185214NAL0002620080001

Stelvio Wealth Partners LLC

Name: Stelvio Wealth Partners LLC — Form 5500 (2023)
Creator: Stelvio Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Stelvio Wealth Partners LLC held $84K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$84K

Net assets (EOY)

$84K

People on this filing

Nick Rice signed Stelvio Wealth Partners LLC's 2023 Form 5500 as plan administrator.

Nick Rice — 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

Stelvio Wealth Partners LLC's EIN is 85-4190789.

EIN 85-4190789

Plan number 001

Plan year 2023

ACK ID 20240620185214NAL0002620080001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Stelvio Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Stelvio Wealth Partners 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 STELVIO WEALTH PARTNERS 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