Aptus Wealth Planning, LLC (EIN 84-3638874) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $735K in plan assets and 4 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.
| Plan | Plan # | Participants | Assets |
|---|---|---|---|
| Aptus Wealth Planning 401(k) Plan | 001 | 2 | $482K |
| Aptus Wealth Planning, LLC Cash Balance Pension Plan | 002 | 2 | $253K |
84-3638874 is the Employer Identification Number (EIN) Aptus Wealth Planning, LLC reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.
Find other employers in the same state on Pennsylvania EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?
