How big is APM Wealth, LLC's plan?

APM Wealth, LLC's plan reported $273K in assets and 3 participants for 2025.

Original filing (PDF)20260506220239NAL0002217361072

APM Wealth, LLC

Name: APM Wealth, LLC — APM Wealth 401(k) Plan, Form 5500 (2025)
Creator: APM Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

APM Wealth 401(k) Plan

401(k) retirement plan · APM Wealth, LLC's APM Wealth 401(k) Plan held $273K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$273K

Net assets (EOY)

$273K

People on this filing

Elantha Barry signed APM Wealth, LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

APM Wealth, LLC's EIN is 82-1703511.

EIN 82-1703511

Plan number 001

Plan year 2025

ACK ID 20260506220239NAL0002217361072

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for APM Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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