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

Comprehensive Wealth Management, LLC's plan reported $2.7M in assets and 13 participants for 2024.

Original filing (PDF)20251014153022NAL0004397456001

Comprehensive Wealth Management, LLC

Name: Comprehensive Wealth Management, LLC — CWM 401(k), Form 5500 (2024)
Creator: Comprehensive Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWM 401(k) Profit Sharing Plan

401(k) retirement plan · Comprehensive Wealth Management, LLC's CWM 401(k) Profit Sharing Plan held $2.7M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Laurie Holderman signed Comprehensive Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Laurie Holderman — 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

Comprehensive Wealth Management, LLC's EIN is 91-2135495.

EIN 91-2135495

Plan number 001

Plan year 2024

ACK ID 20251014153022NAL0004397456001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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