How big is Wealth by Design, LLC's plan?

Wealth by Design, LLC's plan reported $38K in assets and 2 participants for 2024.

Original filing (PDF)20251009101735NAL0015769650001

Wealth by Design, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth by Design Retirement Plan

401(k) retirement plan · Wealth by Design, LLC's Wealth by Design Retirement Plan held $38K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$38K

Net assets (EOY)

$38K

People on this filing

ADAM Rothbart signed Wealth by Design, LLC's 2024 Form 5500 as plan administrator.

ADAM Rothbart — 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 by Design, LLC's EIN is 86-2181709.

EIN 86-2181709

Plan number 001

Plan year 2024

ACK ID 20251009101735NAL0015769650001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth by Design, 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 BY DESIGN, 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