How big is Acima Private Wealth's plan?

Acima Private Wealth's plan reported $355K in assets and 5 participants for 2024.

Original filing (PDF)20251015091131NAL0005626192001

Acima Private Wealth

Name: Acima Private Wealth — Acima Private Wealth 401(k), Form 5500 (2024)
Creator: Acima Private Wealth
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Acima Private Wealth 401(k) Retirement Plan

401(k) retirement plan · Acima Private Wealth's Acima Private Wealth 401(k) Retirement Plan held $355K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$355K

Net assets (EOY)

$355K

Plan identifiers

Acima Private Wealth's EIN is 47-4139393.

EIN 47-4139393

Plan number 001

Plan year 2024

ACK ID 20251015091131NAL0005626192001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Acima Private Wealth's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

ACIMA PRIVATE WEALTH

EIN

all filings

Address

1801 BAYBERRY COURT · SUITE 301 · RICHMOND, VA · 23226

Phone

(336) 906-3802

Industry

Finance & Insurance

Plan administrator