How big is Devotional Personal Wealth Manag's plan?

Devotional Personal Wealth Manag's plan reported $14K in assets and 4 participants for 2024.

Original filing (PDF)20250717091858NAL0000075856001

Devotional Personal Wealth Manag

Name: Devotional Personal Wealth Manag — Devotional, Form 5500 (2024)
Creator: Devotional Personal Wealth Manag
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Devotional Personal Wealth Management 401(k)

401(k) retirement plan · Devotional Personal Wealth Manag's Devotional Personal Wealth Management 401(k) held $14K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Nick Rice signed Devotional Personal Wealth Manag's 2024 Form 5500 as plan administrator.

Nick Rice — 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

Devotional Personal Wealth Manag's EIN is 92-2050672.

EIN 92-2050672

Plan number 001

Plan year 2024

ACK ID 20250717091858NAL0000075856001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Devotional Personal Wealth Manag from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Devotional Personal Wealth Manag'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 DEVOTIONAL PERSONAL WEALTH MANAG.

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Plan health score

Above-average plan

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