How big is Cirrus Wealth Management LLC's plan?

Cirrus Wealth Management LLC's plan reported $385K in assets and 1 participants for 2024.

Original filing (PDF)20251009102725NAL0011246064001

Cirrus Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Cirrus Wealth Management LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Cirrus Wealth Management LLC's Cirrus Wealth Management LLC 401(k) Profit Sharing Plan held $385K in plan assets for 1 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$385K

Net assets (EOY)

$385K

Plan identifiers

Cirrus Wealth Management LLC's EIN is 47-2368024.

EIN 47-2368024

Plan number 001

Plan year 2024

ACK ID 20251009102725NAL0011246064001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cirrus Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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