How big is Pantheon Wealth Planning's plan?

Pantheon Wealth Planning's plan reported $2.9M in assets and 5 participants for 2024.

Original filing (PDF)20251004145831NAL0002075537001

Pantheon Wealth Planning

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

Form 5500-SF

FILING_RECEIVED

Pantheon Wealth Planning 401(k) Plan

401(k) retirement plan · Pantheon Wealth Planning's Pantheon Wealth Planning 401(k) Plan held $2.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Pantheon Wealth Planning's EIN is 46-1605584.

EIN 46-1605584

Plan number 001

Plan year 2024

ACK ID 20251004145831NAL0002075537001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pantheon Wealth Planning from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pantheon Wealth Planning's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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

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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