How big is Coltiva Wealth Planning Partners' plan?

Coltiva Wealth Planning Partners' plan reported $780K in assets and 4 participants for 2025.

Original filing (PDF)20260413093538NAL0014516241001

Coltiva Wealth Planning Partners

Name: Coltiva Wealth Planning Partners — Coltiva Wealth, Form 5500 (2025)
Creator: Coltiva Wealth Planning Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Coltiva Wealth Retirement Plan

401(k) retirement plan · Coltiva Wealth Planning Partners' Coltiva Wealth Retirement Plan held $780K in plan assets for 4 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$780K

Net assets (EOY)

$780K

People on this filing

Michael Dipiero signed Coltiva Wealth Planning Partners' 2025 Form 5500 as plan administrator.

Michael Dipiero — 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

Coltiva Wealth Planning Partners' EIN is 84-2297414.

EIN 84-2297414

Plan number 001

Plan year 2025

ACK ID 20260413093538NAL0014516241001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Coltiva Wealth Planning Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Coltiva Wealth Planning Partners' 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 COLTIVA WEALTH PLANNING PARTNERS.

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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