How big is Acumen Financial Advisors, LLC's plan?

Acumen Financial Advisors, LLC's plan reported $2.7M in assets and 5 participants for 2024.

Original filing (PDF)20250515152234NAL0029250192001

Acumen Financial Advisors, LLC

Name: Acumen Financial Advisors, LLC — Acumen Financial, Form 5500 (2024)
Creator: Acumen Financial Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Acumen Financial Group 401(k) Plan and Trust

401(k) retirement plan · Acumen Financial Advisors, LLC's Acumen Financial Group 401(k) Plan and Trust held $2.7M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Todd Steger signed Acumen Financial Advisors, LLC's 2024 Form 5500 as plan administrator.

Todd Steger — 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

Acumen Financial Advisors, LLC's EIN is 27-1389760.

EIN 27-1389760

Plan number 001

Plan year 2024

ACK ID 20250515152234NAL0029250192001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Acumen Financial Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Acumen Financial Advisors, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACUMEN FINANCIAL ADVISORS, 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