How big is Flywheel Private Wealth LLC's plan?

Flywheel Private Wealth LLC's plan reported $205K in assets and 3 participants for 2025.

Original filing (PDF)20260429220606NAL0006438211077

Flywheel Private Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Flywheel Private Wealth 401(k) Plan

401(k) retirement plan · Flywheel Private Wealth LLC's Flywheel Private Wealth 401(k) Plan held $205K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

Elantha Barry signed Flywheel Private Wealth LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Flywheel Private Wealth LLC's EIN is 92-2236843.

EIN 92-2236843

Plan number 001

Plan year 2025

ACK ID 20260429220606NAL0006438211077

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Flywheel Private Wealth 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 FLYWHEEL PRIVATE WEALTH LLC.

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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