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

Garcia Wealth Management, LLC's plan reported $26K in assets and 7 participants for 2024.

Original filing (PDF)20251014082459NAL0002399729001

Garcia Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Garcia Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Garcia Wealth Management, LLC's Garcia Wealth Management, LLC 401(k) Plan held $26K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Osmar Garcia signed Garcia Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Osmar Garcia — 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

Garcia Wealth Management, LLC's EIN is 87-3482151.

EIN 87-3482151

Plan number 001

Plan year 2024

ACK ID 20251014082459NAL0002399729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Garcia Wealth Management, LLC's plan includes profit-sharing, 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 GARCIA 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

Knocking points off