How big is Financial Solutions Wealth Management's plan?

Financial Solutions Wealth Management's plan reported $3.9M in assets and 4 participants for 2025.

Original filing (PDF)20260427103918NAL0008520577001

Financial Solutions Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Financial Solutions 401(k)

401(k) retirement plan · Financial Solutions Wealth Management's Financial Solutions 401(k) held $3.9M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Amanda Lamar signed Financial Solutions Wealth Management's 2025 Form 5500 as plan administrator.

Amanda Lamar — 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

Financial Solutions Wealth Management's EIN is 93-4129242.

EIN 93-4129242

Plan number 001

Plan year 2025

ACK ID 20260427103918NAL0008520577001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Financial Solutions Wealth Management's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FINANCIAL SOLUTIONS 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