Original filing (PDF)20250819084905NAL0002119217001

THIRD ACT WEALTH MANAGEMENT

Name: THIRD ACT WEALTH MANAGEMENT — THIRD ACT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THIRD ACT WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

THIRD ACT WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

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).

Decision-maker contacts

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

Plan sponsor

Name

THIRD ACT WEALTH MANAGEMENT

EIN

92-2730017all filings

Address

8150 N CENTRAL EXPY STE 1420 · DALLAS, TX · 752060509

Phone

(859) 420-7754

Industry