How big is Astute Wealth Management's plan?

Astute Wealth Management's plan reported $90K in assets and 2 participants for 2024.

Original filing (PDF)20251007173819NAL0002856739001

Astute Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Astute Wealth Management 401(k) Profit Sharing Plan

401(k) retirement plan · Astute Wealth Management's Astute Wealth Management 401(k) Profit Sharing Plan held $90K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$90K

Net assets (EOY)

$90K

Plan identifiers

Astute Wealth Management's EIN is 46-3003754.

EIN 46-3003754

Plan number 001

Plan year 2024

ACK ID 20251007173819NAL0002856739001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Astute Wealth Management'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 ASTUTE WEALTH MANAGEMENT.

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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

Knocking points off