How big is Wealth Planning Resources' plan?

Wealth Planning Resources' plan reported $637K in assets and 1 participants for 2024.

Original filing (PDF)20251015161231NAL0002612323001

Wealth Planning Resources

Name: Wealth Planning Resources — William Berry Financial, Form 5500 (2024)
Creator: Wealth Planning Resources
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

William Berry Financial Planning 401(k) Plan

401(k) retirement plan · Wealth Planning Resources' William Berry Financial Planning 401(k) Plan held $637K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$637K

Net assets (EOY)

$637K

People on this filing

Richard Tatum signed Wealth Planning Resources' 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Wealth Planning Resources' EIN is 88-1123849.

EIN 88-1123849

Plan number 001

Plan year 2024

ACK ID 20251015161231NAL0002612323001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wealth Planning Resources' 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 WEALTH PLANNING RESOURCES.

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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