Original filing (PDF)20251003095359NAL0001243457001

CULBRETH WEALTH MANAGEMENT, LLC

Name: CULBRETH WEALTH MANAGEMENT, LLC — CULBRETH WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: CULBRETH WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

CULBRETH WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$667K

Net assets (EOY)

$667K

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 average account balance (97th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Decision-maker contacts

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

Plan sponsor

Name

CULBRETH WEALTH MANAGEMENT, LLC

EIN

92-2019073

Address

2098 TERON TRACE # 700 · DACULA, GA · 30019

Phone

(770) 979-1301

Industry