How big is APD Wealth Management, LLC's plan?

APD Wealth Management, LLC's plan reported $4.6M in assets and 4 participants for 2025.

Original filing (PDF)20260415145238NAL0011825811001

APD Wealth Management, LLC

Name: APD Wealth Management, LLC — APD Wealth Management, Form 5500 (2025)
Creator: APD Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APD Wealth Management Employee Savings Plan

401(k) retirement plan · APD Wealth Management, LLC's APD Wealth Management Employee Savings Plan held $4.6M in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

Gregory Hanson signed APD Wealth Management, LLC's 2025 Form 5500 as plan administrator.

Gregory Hanson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

APD Wealth Management, LLC's EIN is 01-0551753.

EIN 01-0551753

Plan number 002

Plan year 2025

ACK ID 20260415145238NAL0011825811001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for APD Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

APD Wealth Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for APD WEALTH MANAGEMENT, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score