How big is Wealthplan Group, LLC's plan?

Wealthplan Group, LLC's plan reported $9.8M in assets and 50 participants for 2024.

Original filing (PDF)20250924083938NAL0007299201001

Wealthplan Group, LLC

Name: Wealthplan Group, LLC — Wealthplan Partners 401(k), Form 5500 (2024)
Creator: Wealthplan Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Wealthplan Partners 401(k) Plan

401(k) retirement plan · Wealthplan Group, LLC's Wealthplan Partners 401(k) Plan held $9.8M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$9.8M

Net assets (EOY)

$9.8M

Plan identifiers

Wealthplan Group, LLC's EIN is 86-1765406.

EIN 86-1765406

Plan number 003

Plan year 2024

ACK ID 20250924083938NAL0007299201001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealthplan Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 WEALTHPLAN 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