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

Activest Wealth Management, LLC's plan reported $336K in assets and 11 participants for 2024.

Original filing (PDF)20251004222139NAL0003850576001

Activest Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Activest Wealth Management, LLC 401(k) Plan

Defined-contribution retirement plan · Activest Wealth Management, LLC's Activest Wealth Management, LLC 401(k) Plan held $336K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$336K

Net assets (EOY)

$336K

People on this filing

Jacob Taurel signed Activest Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Jacob Taurel — 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

Activest Wealth Management, LLC's EIN is 27-1873821.

EIN 27-1873821

Plan number 001

Plan year 2024

ACK ID 20251004222139NAL0003850576001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Activest Wealth Management, LLC's plan includes profit-sharing.

Decision-maker contacts

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