How big is NB Wealth LLC's plan?

NB Wealth LLC's plan reported $3K in assets and 5 participants for 2024.

Original filing (PDF)20251229104944NAL0025824048001

NB Wealth LLC

Name: NB Wealth LLC — NB Wealth LLC MCF Benefit Plan, Form 5500 (2024)
Creator: NB Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NB Wealth LLC MCF Benefit Plan

Health & welfare plan · NB Wealth LLC's NB Wealth LLC MCF Benefit Plan held $3K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3K

Net assets (EOY)

$853

People on this filing

Becky Wekenborg signed NB Wealth LLC's 2024 Form 5500 as plan administrator.

Becky Wekenborg — 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

NB Wealth LLC's EIN is 87-4476580.

EIN 87-4476580

Plan number 501

Plan year 2024

ACK ID 20251229104944NAL0025824048001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

NB Wealth LLC's plan includes health coverage.

Decision-maker contacts

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

Finding similar companies…

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score