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

Apollon Wealth Management, LLC's plan reported $3.8M in assets and 102 participants for 2024.

Original filing (PDF)20250826074552NAL0008515489001

Apollon Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Apollon Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Apollon Wealth Management, LLC's Apollon Wealth Management, LLC 401(k) Plan held $3.8M in plan assets for 102 participants in 2024.

Active participants

102

Accounts w/ balance

119

Plan assets (EOY)

$3.8M

Net assets (EOY)

$3.8M

People on this filing

Kelley Stanton signed Apollon Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Kelley Stanton — Plan Administrator — Form 5500 signer
Michael Dolberg — Employer / Plan Sponsor — Form 5500 signer

Get verified email & phone for these signers

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

Plan identifiers

Apollon Wealth Management, LLC's EIN is 82-3706323.

EIN 82-3706323

Plan number 001

Plan year 2024

ACK ID 20250826074552NAL0008515489001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Apollon Wealth Management, 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 APOLLON WEALTH MANAGEMENT, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off