How big is First Wealth Financial Group's plan?

First Wealth Financial Group's plan reported $184K in assets and 6 participants for 2024.

Original filing (PDF)20251010111455NAL0004174499001

First Wealth Financial Group

Name: First Wealth Financial Group — First Wealth, Form 5500 (2024)
Creator: First Wealth Financial Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

First Wealth Financial Group 401(k) Plan

401(k) retirement plan · First Wealth Financial Group's First Wealth Financial Group 401(k) Plan held $184K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

People on this filing

Richard Tatum signed First Wealth Financial Group's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

First Wealth Financial Group's EIN is 92-1633758.

EIN 92-1633758

Plan number 001

Plan year 2024

ACK ID 20251010111455NAL0004174499001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for First Wealth Financial Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

FIRST WEALTH FINANCIAL GROUP

EIN

all filings

Address

1210 19TH AVENUE NW · CLINTON, IA · 52732

Phone

(563) 242-1885

Industry

Finance & Insurance

Plan administrator