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

Acadia Wealth Management, LLC's plan reported $26K in assets and 3 participants for 2023.

Original filing (PDF)20240925111914NAL0028920674001

Acadia Wealth Management, LLC

Name: Acadia Wealth Management, LLC — Acadia Wealth, Form 5500 (2023)
Creator: Acadia Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Acadia Wealth Management, LLC Profit Sharing Plan & Trust

Defined-contribution retirement plan · Acadia Wealth Management, LLC's Acadia Wealth Management, LLC Profit Sharing Plan & Trust held $26K in plan assets for 3 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$26K

Net assets (EOY)

$26K

People on this filing

Aaron Sevigny signed Acadia Wealth Management, LLC's 2023 Form 5500 as plan administrator.

Aaron Sevigny — 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

Acadia Wealth Management, LLC's EIN is 45-5043377.

EIN 45-5043377

Plan number 001

Plan year 2023

ACK ID 20240925111914NAL0028920674001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Acadia Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Acadia 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 ACADIA 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