· 2022–2024 · DOL EFAST2

ACADIA WEALTH MANAGEMENT, LLC — ACADIA WEALTH MANAGEMENT, LLC CASH BALANCE PLAN, Form 5500 (2024)

Original filing (PDF)20251014090703NAL0002469329001

ACADIA WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ACADIA WEALTH MANAGEMENT, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

0

Accounts w/ balance

—

Plan assets (EOY)

$0

Net assets (EOY)

$0

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

ACADIA WEALTH MANAGEMENT, LLC

EIN

26-0251872all filings

Address

3511 BONITA BAY BLVD., SUITE 2 · BONITA SPRINGS, FL · 34134

Phone

(239) 992-9927

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-09-30

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

1B · Flat-dollar DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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