How big is Childfree Wealth, LLC's plan?

Childfree Wealth, LLC's plan reported $52K in assets and 4 participants for 2024.

Original filing (PDF)20250717164530NAL0000991296001

Childfree Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Childfree Wealth, LLC 401(k) Plan

401(k) retirement plan · Childfree Wealth, LLC's Childfree Wealth, LLC 401(k) Plan held $52K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

Marcus Bowie signed Childfree Wealth, LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Childfree Wealth, LLC's EIN is 87-1866366.

EIN 87-1866366

Plan number 001

Plan year 2024

ACK ID 20250717164530NAL0000991296001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Childfree Wealth, 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 CHILDFREE WEALTH, 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