DOL Form 5500 · 2024 Plan Year

RWA WEALTH PARTNERS, LLC

RWA WEALTH PARTNERS, LLC 401(K) PLAN

Defined ContributionMA
$52.4M
Plan Assets
163
Participants
2024
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)
$52.4M
Participants
163
Filing Received
October 15, 2025
Plan Year
2024

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 $52.4M in plan assets on behalf of 163 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).