· 2022–2024 · DOL EFAST2

SELECT ADVISORS WEALTH MANAGEM — SELECT ADVISORS WEALTH MANAGEM 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250501130244NAL0003210641001

SELECT ADVISORS WEALTH MANAGEM

Form 5500-SF

FILING_RECEIVED

SELECT ADVISORS WEALTH MANAGEM 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

6

Accounts w/ balance

3

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

Plan health score

Above-average plan

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

28

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

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 SELECT ADVISORS WEALTH MANAGEM.

Plan sponsor

Name

SELECT ADVISORS WEALTH MANAGEM

EIN

99-2040513all filings

Address

125 HALF MILE RD STE 107 · RED BANK, NJ · 077016774

Phone

(317) 332-2248

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-01

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

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$8K · 5 participants

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STK CONSTRUCTION LLC

$8K · 3 participants

EARTH WORTH LLC

EARTH WORTH LLC 401(K) PLAN

$8K · 5 participants

SETH SCHWARTZ 401(K) PROFIT SHARING PLAN & TRUST

$8K · 4 participants

THE PAINT PROJECT INC

THE PAINT PROJECT INC 401(K) PROFIT SHARING PLAN & TRUST

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