How big is Plail Wealth Management, Inc.'s plan?

Plail Wealth Management, Inc.'s plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250917072422NAL0000175889001

Plail Wealth Management, Inc.

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

Form 5500-SF

FILING_RECEIVED

Plail Wealth Management 401(k) Plan

401(k) retirement plan · Plail Wealth Management, Inc.'s Plail Wealth Management 401(k) Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jennifer Plail signed Plail Wealth Management, Inc.'s 2024 Form 5500 as plan administrator.

Jennifer Plail — 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

Plail Wealth Management, Inc.'s EIN is 86-1705170.

EIN 86-1705170

Plan number 001

Plan year 2024

ACK ID 20250917072422NAL0000175889001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Plail Wealth Management, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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