Original filing (PDF)20251013140237NAL0003115522001

FLETCHER WEALTH MANAGEMENT 401(K) PLAN D/B/A WEALTH KC

Name: FLETCHER WEALTH MANAGEMENT 401(K) PLAN D/B/A WEALTH KC — WEALTH KC 401(K) PLAN, Form 5500 (2024)
Creator: FLETCHER WEALTH MANAGEMENT 401(K) PLAN D/B/A WEALTH KC

Form 5500-SF

FILING_RECEIVED

WEALTH KC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$184K

Net assets (EOY)

$184K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for FLETCHER WEALTH MANAGEMENT 401(K) PLAN D/B/A WEALTH KC.

Plan sponsor

Name

FLETCHER WEALTH MANAGEMENT 401(K) PLAN D/B/A WEALTH KC

EIN

93-4253455all filings

Address

1420 NW VIVION RD STE 109 · KANSAS CITY, MO · 64118

Phone

(816) 820-4756

Industry

Finance & Insurancesee all

Plan administrator