Original filing (PDF)20250612164230NAL0013081395001

CULTIVATE WEALTH MANAGEMENT

Name: CULTIVATE WEALTH MANAGEMENT — Form 5500 (2024)
Creator: CULTIVATE WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

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.

Decision-maker contacts

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

Plan sponsor

Name

CULTIVATE WEALTH MANAGEMENT

EIN

59-3456363

Address

204 E PINE ST · LAKELAND, FL · 33801

Phone

(863) 686-6600

Industry

Finance & Insurancesee all

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

Related plans

Similar-size Finance & Insurance plans

ELEVATED ADVISEMENT, LLC

ELEVATED ADVISEMENT, LLC EMPLOYEES 401K PROFIT SHARING PLAN

$297K · 2 participants

COLTER LEWIS INVESTMENT PARTNERS LLC

COLTER LEWIS 401(K) RETIREMENT PLAN

$296K · 7 participants

GREENPORT CAPITAL ADVISORS

GREENPORT CAPITAL ADVISORS 401(K) PLAN

$297K · 2 participants

A R HOLDINGS, INC.

AR HOLDINGS 401K PLAN

$297K

INDEPENDENT WEALTH NETWORK, INC.

IWN 401(K) PLAN

$297K · 7 participants