THE WEALTH GROUP 401(K) PLAN

[ EIN: 02-0617292 | Plan No. 001 ]

The THE WEALTH GROUP 401(K) PLAN plan, sponsored by THE WEALTH GROUP, LTD., is listed in Form 5500 data as a 401(k) plan. The filing reports 12 participants and total assets of $3,139,932 for plan year 2024.

These filings allow insight into employer-sponsored plan structure, participation levels, and financial data.

---

Plan Sponsor: THE WEALTH GROUP, LTD.

Location: 14850 SCENIC HEIGHTS ROAD, EDEN PRAIRIE, MN 55344

EIN: 020617292

Plan Number: 001

Plan Year: 2024

Plan Size: Small Plan

Plan Entity Type: Defined Contribution

Plan Type: 401(k)

Participants: 12

Total Assets: $3,139,932

---