How big is Canopy 360 Wealth, LLC's plan?

Canopy 360 Wealth, LLC's plan reported $2.6M in assets and 10 participants for 2025.

Original filing (PDF)20260422153609NAL0008281474001

Canopy 360 Wealth, LLC

Name: Canopy 360 Wealth, LLC — Canopy 360 Wealth, LLC, Form 5500 (2025)
Creator: Canopy 360 Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Canopy 360 Wealth, LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Canopy 360 Wealth, LLC's Canopy 360 Wealth, LLC 401(k) Profit Sharing Plan & Trust held $2.6M in plan assets for 10 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Canopy 360 Wealth, LLC's EIN is 82-2635786.

EIN 82-2635786

Plan number 001

Plan year 2025

ACK ID 20260422153609NAL0008281474001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Canopy 360 Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Canopy 360 Wealth, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CANOPY 360 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