DOL Form 5500 · 2025 Plan Year

RWA WEALTH PARTNERS, LLC

RWA WEALTH PARTNERS, LLC 401(K) PLAN

Defined ContributionMA
$61.9M
Plan Assets
235
Participants
2025
Plan Year
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Plan Details

Plan Name
RWA WEALTH PARTNERS, LLC 401(K) PLAN
Sponsor
RWA WEALTH PARTNERS, LLC
Sponsor EIN
274946566
Plan Number
001
Location
NEWTON, MA
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$61.9M
Participants
235
Filing Received
September 16, 2026
Plan Year
2025

About this Plan

RWA WEALTH PARTNERS, LLC 401(K) PLAN is a defined contribution retirement plan sponsored by RWA WEALTH PARTNERS, LLC, headquartered in NEWTON, MA, holding approximately $61.9M in plan assets on behalf of 235 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).