· 2022–2024 · DOL EFAST2

ACADIA WEALTH MANAGEMENT, LLC — ACADIA WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN & TRUST, Form 5500 (2023)

Original filing (PDF)20240925111914NAL0028920674001

ACADIA WEALTH MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

ACADIA WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN & TRUST

Defined-contribution retirement plan

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

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

59

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

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

45-5043377all 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

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-09-25

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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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