How big is Arroyo Wealth Management LLC's plan?

Arroyo Wealth Management LLC's plan reported $16K in assets and 2 participants for 2024.

Original filing (PDF)20250715134353NAL0004784258001

Arroyo Wealth Management LLC

Name: Arroyo Wealth Management LLC — Arroyo Wealth, Form 5500 (2024)
Creator: Arroyo Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Arroyo Wealth Management 401(k) Plan

401(k) retirement plan · Arroyo Wealth Management LLC's Arroyo Wealth Management 401(k) Plan held $16K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$16K

Net assets (EOY)

$16K

People on this filing

ALEX Esposito signed Arroyo Wealth Management LLC's 2024 Form 5500 as plan administrator.

ALEX Esposito — 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

Arroyo Wealth Management LLC's EIN is 88-2924761.

EIN 88-2924761

Plan number 001

Plan year 2024

ACK ID 20250715134353NAL0004784258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arroyo Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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