How big is 5T Wealth, LLC's plan?

5T Wealth, LLC's plan reported $1.6M in assets and 7 participants for 2024.

Original filing (PDF)20251013140755NAL0003132418001

5T Wealth, LLC

Name: 5T Wealth, LLC — 5T Wealth, LLC 401(k) Profit, Form 5500 (2024)
Creator: 5T Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

5T Wealth, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · 5T Wealth, LLC's 5T Wealth, LLC 401(k) Profit Sharing Plan held $1.6M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

Plan identifiers

5T Wealth, LLC's EIN is 94-3305250.

EIN 94-3305250

Plan number 001

Plan year 2024

ACK ID 20251013140755NAL0003132418001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 5T Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

5T Wealth, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 5T WEALTH, 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