How big is Fontenot Wealth Group, LLC's plan?

Fontenot Wealth Group, LLC's plan reported $984K in assets and 4 participants for 2025.

Original filing (PDF)20260406090441NAL0007036273001

Fontenot Wealth Group, LLC

Name: Fontenot Wealth Group, LLC — Fontenot Wealth Group, Form 5500 (2025)
Creator: Fontenot Wealth Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Fontenot Wealth Group, LLC 401(k) Plan and Trust

401(k) retirement plan · Fontenot Wealth Group, LLC's Fontenot Wealth Group, LLC 401(k) Plan and Trust held $984K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$984K

Net assets (EOY)

$984K

Plan identifiers

Fontenot Wealth Group, LLC's EIN is 86-1275666.

EIN 86-1275666

Plan number 001

Plan year 2025

ACK ID 20260406090441NAL0007036273001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Fontenot Wealth Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Fontenot Wealth Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 FONTENOT WEALTH GROUP, 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