Civic Intelligence

Decisive Wealth Management

Plan context: Decisive Wealth Management 401(K) Plan

EIN 45-2858256 • Warwick, RI • 5 filings • 2 plans

300 Metro Center Boulevard, Ste 275Warwick, RI 02886
Current Snapshot

Latest Year

2025

2025 Participants

4

2025 Assets

$738,155

2025 Contributions

$147,715

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$738,155$369,078$0202120232025YearValue
$738,155Latest year 2025

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

420202120232025YearValue
4Latest year 2025

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202514$738,155$147,715$36,929iApproximate average salary by contribution assumption: employee only about $923,219 at 4% or $615,479 at 6%; with 50% employer match about $615,479 at 4% or $410,319 at 6%; with 100% employer match about $461,609 at 4% or $307,740 at 6%.
Decisive Wealth Management 401(K) Plan-4$738,155$147,715$36,929iApproximate average salary by contribution assumption: employee only about $923,219 at 4% or $615,479 at 6%; with 50% employer match about $615,479 at 4% or $410,319 at 6%; with 100% employer match about $461,609 at 4% or $307,740 at 6%.
202413$505,357$114,402$38,134iApproximate average salary by contribution assumption: employee only about $953,350 at 4% or $635,567 at 6%; with 50% employer match about $635,567 at 4% or $423,711 at 6%; with 100% employer match about $476,675 at 4% or $317,783 at 6%.
Decisive Wealth Management 401(K) Plan-3$505,357$114,402$38,134iApproximate average salary by contribution assumption: employee only about $953,350 at 4% or $635,567 at 6%; with 50% employer match about $635,567 at 4% or $423,711 at 6%; with 100% employer match about $476,675 at 4% or $317,783 at 6%.
202313$366,195$111,079$37,026iApproximate average salary by contribution assumption: employee only about $925,658 at 4% or $617,106 at 6%; with 50% employer match about $617,106 at 4% or $411,404 at 6%; with 100% employer match about $462,829 at 4% or $308,553 at 6%.
Decisive Wealth Management 401(K) Plan-3$366,195$111,079$37,026iApproximate average salary by contribution assumption: employee only about $925,658 at 4% or $617,106 at 6%; with 50% employer match about $617,106 at 4% or $411,404 at 6%; with 100% employer match about $462,829 at 4% or $308,553 at 6%.
202214$209,347$118,254$29,564iApproximate average salary by contribution assumption: employee only about $739,088 at 4% or $492,725 at 6%; with 50% employer match about $492,725 at 4% or $328,483 at 6%; with 100% employer match about $369,544 at 4% or $246,363 at 6%.
DECISIVE WEALTH MANAGEMENT 401(K) PLAN-4$209,347$118,254$29,564iApproximate average salary by contribution assumption: employee only about $739,088 at 4% or $492,725 at 6%; with 50% employer match about $492,725 at 4% or $328,483 at 6%; with 100% employer match about $369,544 at 4% or $246,363 at 6%.
202114$120,673$115,922$28,981iApproximate average salary by contribution assumption: employee only about $724,513 at 4% or $483,008 at 6%; with 50% employer match about $483,008 at 4% or $322,006 at 6%; with 100% employer match about $362,256 at 4% or $241,504 at 6%.
DECISIVE WEALTH MANAGEMENT 401(K) PLAN-4$120,673$115,922$28,981iApproximate average salary by contribution assumption: employee only about $724,513 at 4% or $483,008 at 6%; with 50% employer match about $483,008 at 4% or $322,006 at 6%; with 100% employer match about $362,256 at 4% or $241,504 at 6%.