How big is Eagle Creek Wealth Management, LLC's plan?

Eagle Creek Wealth Management, LLC's plan reported $243K in assets and 8 participants for 2024.

Original filing (PDF)20250814132903NAL0009908449001

Eagle Creek Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Eagle Creek Wealth Management, LLC Cash Balance Plan

Defined-benefit pension plan · Eagle Creek Wealth Management, LLC's Eagle Creek Wealth Management, LLC Cash Balance Plan held $243K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$243K

Net assets (EOY)

$243K

Plan identifiers

Eagle Creek Wealth Management, LLC's EIN is 88-4136451.

EIN 88-4136451

Plan number 002

Plan year 2024

ACK ID 20250814132903NAL0009908449001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Eagle Creek Wealth Management, LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EAGLE CREEK 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score