Original filing (PDF)20230717142757NAL0035436672001

KURT FILLMORE

Name: KURT FILLMORE — WEALTH TRAC FINANCIAL LLC 401K PLAN, Form 5500 (2022)
Creator: KURT FILLMORE

Form 5500-SF

FILING_RECEIVED

WEALTH TRAC FINANCIAL LLC 401K PLAN

Defined-contribution retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$371K

Net assets (EOY)

$371K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for KURT FILLMORE.

Plan sponsor

Name

KURT FILLMORE

EIN

92-0996693

Address

31390 FROMM CT · BINGHAM FARMS, MI · 48025

Phone

(248) 385-2385

Industry

Finance & Insurancesee all

Plan administrator

Name

ERIKA FILLMORE

EIN

92-0996693

City

BINGHAM FARMS, MI

Phone

(248) 385-2385

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-07-31

Tax period

2022-12-31

Filed

2023-07-17

Pension benefit codes

2S · Automatic enrollment

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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