How big is Storehouse Wealth Management, LLC's plan?

Storehouse Wealth Management, LLC's plan reported $11K in assets and 3 participants for 2024.

Original filing (PDF)20250722140146NAL0003657520001

Storehouse Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Storehouse 401(k) Plan

401(k) retirement plan · Storehouse Wealth Management, LLC's Storehouse 401(k) Plan held $11K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

People on this filing

Deborah MALM signed Storehouse Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Deborah MALM — 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

Storehouse Wealth Management, LLC's EIN is 87-1170391.

EIN 87-1170391

Plan number 001

Plan year 2024

ACK ID 20250722140146NAL0003657520001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score