How big is Cypress Wealth Management's plan?

Cypress Wealth Management's plan reported $921K in assets and 3 participants for 2024.

Original filing (PDF)20250619105313NAL0001778483001

Cypress Wealth Management

Name: Cypress Wealth Management — CWM 401(k), Form 5500 (2024)
Creator: Cypress Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

CWM 401(k)

401(k) retirement plan · Cypress Wealth Management's CWM 401(k) held $921K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$921K

Net assets (EOY)

$921K

People on this filing

Peter Sayre signed Cypress Wealth Management's 2024 Form 5500 as plan administrator.

Peter Sayre — 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

Cypress Wealth Management's EIN is 83-1599230.

EIN 83-1599230

Plan number 001

Plan year 2024

ACK ID 20250619105313NAL0001778483001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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