How big is Grant Wealth Management LLC's plan?

Grant Wealth Management LLC's plan reported $10K in assets for 2022.

Original filing (PDF)20230523103354NAL0019136114001

Grant Wealth Management LLC

Name: Grant Wealth Management LLC — Grant Wealth, Form 5500 (2022)
Creator: Grant Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Grant Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Grant Wealth Management LLC's Grant Wealth Management LLC 401(k) Profit Sharing Plan & Trust reported $10K in plan assets in 2022.

Active participants

Accounts w/ balance

Plan assets (EOY)

$10K

Net assets (EOY)

$10K

People on this filing

Charles W Grant signed Grant Wealth Management LLC's 2022 Form 5500 as plan administrator.

Charles W Grant — 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

Grant Wealth Management LLC's EIN is 86-3362805.

EIN 86-3362805

Plan number 001

Plan year 2022

ACK ID 20230523103354NAL0019136114001

Official Form 5500 document

Download the official 2022 Form 5500 (PDF) for Grant Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2022 Form 5500 (PDF)

Plan features

Grant Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GRANT WEALTH MANAGEMENT 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score