How big is Sound Wealth LLC's plan?

Sound Wealth LLC's plan reported $181K in assets and 2 participants for 2024.

Original filing (PDF)20250424220812NAL0005062819052

Sound Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Sound Wealth 401(k) Plan

401(k) retirement plan · Sound Wealth LLC's Sound Wealth 401(k) Plan held $181K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$181K

Net assets (EOY)

$181K

People on this filing

QIAN LIU signed Sound Wealth LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Sound Wealth LLC's EIN is 87-3375245.

EIN 87-3375245

Plan number 001

Plan year 2024

ACK ID 20250424220812NAL0005062819052

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sound 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 SOUND 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