How big is Gutierrez Wealth Advisory, LLC's plan?

Gutierrez Wealth Advisory, LLC's plan reported $518K in assets and 3 participants for 2025.

Original filing (PDF)20260519154703NAL0001403792001

Gutierrez Wealth Advisory, LLC

Name: Gutierrez Wealth Advisory, LLC — Gutierrez Wealth, Form 5500 (2025)
Creator: Gutierrez Wealth Advisory, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Gutierrez Wealth Advisory, LLC 401(k) Plan

401(k) retirement plan · Gutierrez Wealth Advisory, LLC's Gutierrez Wealth Advisory, LLC 401(k) Plan held $518K in plan assets for 3 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$518K

Net assets (EOY)

$518K

Plan identifiers

Gutierrez Wealth Advisory, LLC's EIN is 92-0779813.

EIN 92-0779813

Plan number 001

Plan year 2025

ACK ID 20260519154703NAL0001403792001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Gutierrez Wealth Advisory, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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