How big is American Wealth Management's plan?

American Wealth Management's plan reported $1.6M in assets and 12 participants for 2025.

Original filing (PDF)20260119184529NAL0002320752001

American Wealth Management

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

Form 5500-SF

FILING_RECEIVED

American Wealth Management 401(k) Plan

401(k) retirement plan · American Wealth Management's American Wealth Management 401(k) Plan held $1.6M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

LAIF E. Meidell signed American Wealth Management's 2025 Form 5500 as plan administrator.

LAIF E. Meidell — 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

American Wealth Management's EIN is 88-0252459.

EIN 88-0252459

Plan number 002

Plan year 2025

ACK ID 20260119184529NAL0002320752001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for American Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

American Wealth Management's plan includes 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 AMERICAN WEALTH MANAGEMENT.

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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