How big is Abound Wealth Management, LLC's plan?

Abound Wealth Management, LLC's plan reported $7.9M in assets and 25 participants for 2024.

Original filing (PDF)20250924215109NAL0018073970001

Abound Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Abound Wealth Management, LLC Retirement Savings Plan

401(k) retirement plan · Abound Wealth Management, LLC's Abound Wealth Management, LLC Retirement Savings Plan held $7.9M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

People on this filing

BO Hanson signed Abound Wealth Management, LLC's 2024 Form 5500 as plan administrator.

BO Hanson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Abound Wealth Management, LLC's EIN is 81-4120898.

EIN 81-4120898

Plan number 001

Plan year 2024

ACK ID 20250924215109NAL0018073970001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Abound 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 ABOUND 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