How big is Artisan Wealth Inc.'s plan?

Artisan Wealth Inc.'s plan reported $14K in assets and 3 participants for 2024.

Original filing (PDF)20250404095506NAL0011736673001

Artisan Wealth Inc.

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

Form 5500-SF

FILING_RECEIVED

Artisan Wealth Inc. 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Artisan Wealth Inc.'s Artisan Wealth Inc. 401(k) Profit Sharing Plan & Trust held $14K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$14K

Net assets (EOY)

$14K

People on this filing

Brett Ramsey signed Artisan Wealth Inc.'s 2024 Form 5500 as plan administrator.

Brett Ramsey — 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

Artisan Wealth Inc.'s EIN is 99-2947404.

EIN 99-2947404

Plan number 001

Plan year 2024

ACK ID 20250404095506NAL0011736673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Artisan Wealth Inc.'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 ARTISAN WEALTH 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