Original filing (PDF)20250423220518NAL0004270083081

Wealthnest Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Wealthnest Financial 401(k) Plan

401(k) retirement plan · Wealthnest Financial LLC's Wealthnest Financial 401(k) Plan held $112K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTHNEST FINANCIAL LLC.

Plan sponsor

Name

WEALTHNEST FINANCIAL LLC

EIN

87-2693544all filings

Address

836 HOLT DRIVE SUITE 310 · BIGFORK, MT · 59911

Phone

(406) 207-5610

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