How big is Wealth Partners Financial, LLC's plan?

Wealth Partners Financial, LLC's plan reported $1.2M in assets and 4 participants for 2025.

Original filing (PDF)20260410103326NAL0011438705001

Wealth Partners Financial, LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Partners Financial, LLC 401(k) Plan

401(k) retirement plan · Wealth Partners Financial, LLC's Wealth Partners Financial, LLC 401(k) Plan held $1.2M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

MARC Willden signed Wealth Partners Financial, LLC's 2025 Form 5500 as plan administrator.

MARC Willden — 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

Wealth Partners Financial, LLC's EIN is 92-1472790.

EIN 92-1472790

Plan number 001

Plan year 2025

ACK ID 20260410103326NAL0011438705001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Wealth Partners Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WEALTH PARTNERS FINANCIAL, LLC.

Finding similar companies…

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