How big is Wyper Wealth Management's plan?

Wyper Wealth Management's plan reported $31K in assets and 2 participants for 2024.

Original filing (PDF)20250930111945NAL0013122000001

Wyper Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Wyper Wealth Management LLC 401(k) Plan

401(k) retirement plan · Wyper Wealth Management's Wyper Wealth Management LLC 401(k) Plan held $31K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$31K

Net assets (EOY)

$31K

Plan identifiers

Wyper Wealth Management's EIN is 88-3985699.

EIN 88-3985699

Plan number 001

Plan year 2024

ACK ID 20250930111945NAL0013122000001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Wyper Wealth Management's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA), profit-sharing.

Decision-maker contacts

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