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

AP Wealth Management, LLC's plan reported $1.2M in assets and 6 participants for 2025.

Original filing (PDF)20260422152410NAL0006036336002

AP Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

AP Wealth Management, LLC 401(k) Plan

401(k) retirement plan · AP Wealth Management, LLC's AP Wealth Management, LLC 401(k) Plan held $1.2M in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

Plan identifiers

AP Wealth Management, LLC's EIN is 27-4387660.

EIN 27-4387660

Plan number 001

Plan year 2025

ACK ID 20260422152410NAL0006036336002

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

AP Wealth Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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