How big is Wealth Market LLC's plan?

Wealth Market LLC's plan reported $112K in assets and 5 participants for 2024.

Original filing (PDF)20250709194436NAL0013651778001

Wealth Market LLC

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

Form 5500-SF

FILING_RECEIVED

Wealth Market 401(k)

401(k) retirement plan · Wealth Market LLC's Wealth Market 401(k) held $112K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

People on this filing

Shirley Horner signed Wealth Market LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Wealth Market LLC's EIN is 99-2053648.

EIN 99-2053648

Plan number 001

Plan year 2024

ACK ID 20250709194436NAL0013651778001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Wealth Market LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

WEALTH MARKET LLC

EIN

all filings

Address

37169 REHOBOTH AVE EXT · UNIT 3 · REHOBOTH BEACH, DE · 19971

Phone

(410) 829-8628

Industry

Real Estate

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-09-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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