How big is Cultivate Wealth Management's plan?

Cultivate Wealth Management's plan reported $296K in assets and 3 participants for 2024.

Original filing (PDF)20250612164230NAL0013081395001

Cultivate Wealth Management

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Cultivate Wealth Management held $296K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

Plan identifiers

Cultivate Wealth Management's EIN is 59-3456363.

EIN 59-3456363

Plan number 001

Plan year 2024

ACK ID 20250612164230NAL0013081395001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

CULTIVATE WEALTH MANAGEMENT

EIN

all filings

Address

204 E PINE ST · LAKELAND, FL · 33801

Phone

(863) 686-6600

Industry

Finance & Insurance

Plan administrator

Name

401GO, INC.

EIN

88-3928199

City

WEST JORDAN, UT

Phone

(801) 214-2125

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-12

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

2E · Profit-sharing

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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