How big is 853 Wealth Management's plan?

853 Wealth Management's plan reported $542K in assets and 6 participants for 2024.

Original filing (PDF)20250722121324NAL0005982354001

853 Wealth Management

Name: 853 Wealth Management — 853 Wealth 401(k) Plan, Form 5500 (2024)
Creator: 853 Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

853 Wealth 401(k) Plan

401(k) retirement plan · 853 Wealth Management's 853 Wealth 401(k) Plan held $542K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$542K

Net assets (EOY)

$542K

Plan identifiers

853 Wealth Management's EIN is 87-3287093.

EIN 87-3287093

Plan number 001

Plan year 2024

ACK ID 20250722121324NAL0005982354001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 853 Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 853 WEALTH MANAGEMENT.

Finding similar companies…

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