How big is Consilio Wealth Advisors LLC's plan?

Consilio Wealth Advisors LLC's plan reported $1.7M in assets and 8 participants for 2025.

Original filing (PDF)20260430220617NAL0000224819017

Consilio Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Consilio Wealth Advisors 401(k) Plan

401(k) retirement plan · Consilio Wealth Advisors LLC's Consilio Wealth Advisors 401(k) Plan held $1.7M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Elantha Barry signed Consilio Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Consilio Wealth Advisors LLC's EIN is 87-1160062.

EIN 87-1160062

Plan number 001

Plan year 2025

ACK ID 20260430220617NAL0000224819017

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Consilio Wealth Advisors 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 CONSILIO WEALTH ADVISORS 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