How big is Postma Wealth Management LLC's plan?

Postma Wealth Management LLC's plan reported $918K in assets and 4 participants for 2024.

Original filing (PDF)20250704090854NAL0002812226001

Postma Wealth Management LLC

Name: Postma Wealth Management LLC — Postma Wealth, Form 5500 (2024)
Creator: Postma Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Postma Wealth Management 401(k) Plan

401(k) retirement plan · Postma Wealth Management LLC's Postma Wealth Management 401(k) Plan held $918K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$918K

Net assets (EOY)

$918K

People on this filing

Shirley Horner signed Postma Wealth Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Postma Wealth Management LLC's EIN is 92-2376662.

EIN 92-2376662

Plan number 001

Plan year 2024

ACK ID 20250704090854NAL0002812226001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Postma Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Postma Wealth Management 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 POSTMA WEALTH MANAGEMENT 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