How big is Martel Wealth Advisors, Inc.'s plan?

Martel Wealth Advisors, Inc.'s plan reported $1.7M in assets and 8 participants for 2024.

Original filing (PDF)20250729171521NAL0001497795001

Martel Wealth Advisors, Inc.

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

Form 5500-SF

FILING_RECEIVED

Martel Wealth Advisors, Inc. Cash Balance Plan

Defined-benefit pension plan · Martel Wealth Advisors, Inc.'s Martel Wealth Advisors, Inc. Cash Balance Plan held $1.7M in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Martel Wealth Advisors, Inc.'s EIN is 91-2092070.

EIN 91-2092070

Plan number 002

Plan year 2024

ACK ID 20250729171521NAL0001497795001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Martel Wealth Advisors, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Martel Wealth Advisors, Inc.'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 MARTEL WEALTH ADVISORS, INC..

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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