How big is 7 Pillars Wealth Management, Inc.'s plan?

7 Pillars Wealth Management, Inc.'s plan reported $18K in assets and 3 participants for 2024.

Original filing (PDF)20250714154753NAL0001234769001

7 Pillars Wealth Management, Inc.

Name: 7 Pillars Wealth Management, Inc. — 7 Pillars 401(k), Form 5500 (2024)
Creator: 7 Pillars Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

7 Pillars 401(k) Plan

401(k) retirement plan · 7 Pillars Wealth Management, Inc.'s 7 Pillars 401(k) Plan held $18K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$18K

Net assets (EOY)

$18K

Plan identifiers

7 Pillars Wealth Management, Inc.'s EIN is 99-1527413.

EIN 99-1527413

Plan number 001

Plan year 2024

ACK ID 20250714154753NAL0001234769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 7 Pillars Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 7 PILLARS WEALTH MANAGEMENT, INC..

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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