How big is Arena Wealth Management LLC's plan?

Arena Wealth Management LLC's plan reported $88K in assets and 2 participants for 2025.

Original filing (PDF)20260501220456NAL0002520658080

Arena Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Arena Wealth Management 401(k) Plan

401(k) retirement plan · Arena Wealth Management LLC's Arena Wealth Management 401(k) Plan held $88K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$88K

Net assets (EOY)

$88K

Plan identifiers

Arena Wealth Management LLC's EIN is 92-3092033.

EIN 92-3092033

Plan number 001

Plan year 2025

ACK ID 20260501220456NAL0002520658080

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Arena 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 ARENA 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