How big is Third ACT Wealth Management's plan?

Third ACT Wealth Management's plan reported $53K in assets and 3 participants for 2024.

Original filing (PDF)20250819084905NAL0002119217001

Third ACT Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Third ACT Wealth Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Third ACT Wealth Management's Third ACT Wealth Management 401(k) Profit Sharing Plan & Trust held $53K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$53K

Net assets (EOY)

$53K

People on this filing

Nick Lalonde signed Third ACT Wealth Management's 2024 Form 5500 as plan administrator.

Nick Lalonde — 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

Third ACT Wealth Management's EIN is 92-2730017.

EIN 92-2730017

Plan number 001

Plan year 2024

ACK ID 20250819084905NAL0002119217001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Third ACT Wealth Management'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 THIRD ACT WEALTH MANAGEMENT.

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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

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).

Plan sponsor

Name

THIRD ACT WEALTH MANAGEMENT

EIN

all filings

Address

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

Phone

(859) 420-7754

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator