How big is Well-Traveled Wealth LLC's plan?

Well-Traveled Wealth LLC's plan reported $61K in assets and 3 participants for 2025.

Original filing (PDF)20260518220035NAL0000483809067

Well-Traveled Wealth LLC

Name: Well-Traveled Wealth LLC — Well-Traveled Wealth, Form 5500 (2025)
Creator: Well-Traveled Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Well-Traveled Wealth 401(k) Plan

401(k) retirement plan · Well-Traveled Wealth LLC's Well-Traveled Wealth 401(k) Plan held $61K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

Plan identifiers

Well-Traveled Wealth LLC's EIN is 87-3755920.

EIN 87-3755920

Plan number 001

Plan year 2025

ACK ID 20260518220035NAL0000483809067

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Well-Traveled Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Well-Traveled 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 WELL-TRAVELED 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