How big is Touchstone Wealth, LLC's plan?

Touchstone Wealth, LLC's plan reported $1.4M in assets and 27 participants for 2024.

Original filing (PDF)20250901094636NAL0007999619001

Touchstone Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Touchstone Wealth, LLC 401(k) Plan

401(k) retirement plan · Touchstone Wealth, LLC's Touchstone Wealth, LLC 401(k) Plan held $1.4M in plan assets for 27 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Touchstone Wealth, LLC's EIN is 86-1019656.

EIN 86-1019656

Plan number 001

Plan year 2024

ACK ID 20250901094636NAL0007999619001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Touchstone Wealth, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

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Plan health score

Above-average plan

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