How big is H2O Wealth Management, LLC's plan?

H2O Wealth Management, LLC's plan reported $2.2M in assets and 4 participants for 2025.

Original filing (PDF)20260429160735NAL0006266147001

H2O Wealth Management, LLC

Name: H2O Wealth Management, LLC — H2O Wealth Management, Form 5500 (2025)
Creator: H2O Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

H2O Wealth Management, LLC Safe Harbor 401(k) Plan

401(k) retirement plan · H2O Wealth Management, LLC's H2O Wealth Management, LLC Safe Harbor 401(k) Plan held $2.2M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

Plan identifiers

H2O Wealth Management, LLC's EIN is 88-2000086.

EIN 88-2000086

Plan number 001

Plan year 2025

ACK ID 20260429160735NAL0006266147001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for H2O Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

H2O Wealth Management, 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 H2O WEALTH MANAGEMENT, LLC.

Finding similar companies…

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