How big is Assurance Wealth & Financial LLC's plan?

Assurance Wealth & Financial LLC's plan reported $13K in assets and 1 participants for 2024.

Original filing (PDF)20251014111558NAL0005581042001

Assurance Wealth & Financial LLC

Name: Assurance Wealth & Financial LLC — Assurance Wealth, Form 5500 (2024)
Creator: Assurance Wealth & Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assurance Wealth & Financial LLC 401(k) Plan

401(k) retirement plan · Assurance Wealth & Financial LLC's Assurance Wealth & Financial LLC 401(k) Plan held $13K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

People on this filing

Richard Tatum signed Assurance Wealth & Financial LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Assurance Wealth & Financial LLC's EIN is 99-2200723.

EIN 99-2200723

Plan number 001

Plan year 2024

ACK ID 20251014111558NAL0005581042001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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