How big is Wealth Preservation Solutions, LLC's plan?

Wealth Preservation Solutions, LLC's plan reported $3.8M in assets and 23 participants for 2024.

Original filing (PDF)20250702130635NAL0013717153001

Wealth Preservation Solutions, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Preservation Solutions 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Wealth Preservation Solutions, LLC's Wealth Preservation Solutions 401(k) Profit Sharing Plan & Trust held $3.8M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Andrew Germann signed Wealth Preservation Solutions, LLC's 2024 Form 5500 as plan administrator.

Andrew Germann — 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

Wealth Preservation Solutions, LLC's EIN is 86-1061084.

EIN 86-1061084

Plan number 002

Plan year 2024

ACK ID 20250702130635NAL0013717153001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Preservation Solutions, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Knocking points off