How big is Continuum Wealth Advisors, LLC's plan?

Continuum Wealth Advisors, LLC's plan reported $2.0M in assets and 4 participants for 2024.

Original filing (PDF)20250502062643NAL0003043539001

Continuum Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Continuum Wealth Advisors, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Continuum Wealth Advisors, LLC's Continuum Wealth Advisors, LLC 401(k) Profit Sharing Plan held $2.0M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

Plan identifiers

Continuum Wealth Advisors, LLC's EIN is 27-1622680.

EIN 27-1622680

Plan number 001

Plan year 2024

ACK ID 20250502062643NAL0003043539001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Continuum Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 CONTINUUM WEALTH 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