How big is American Wealth Partners, LLC's plan?

American Wealth Partners, LLC's plan reported $1.8M in assets and 6 participants for 2024.

Original filing (PDF)20250722103743NAL0001246131001

American Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

American Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · American Wealth Partners, LLC's American Wealth Partners, LLC 401(k) Plan held $1.8M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

Plan identifiers

American Wealth Partners, LLC's EIN is 82-1909803.

EIN 82-1909803

Plan number 001

Plan year 2024

ACK ID 20250722103743NAL0001246131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

American Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Knocking points off