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

Apogee Wealth Partners, LLC's plan reported $180K in assets and 3 participants for 2024.

Original filing (PDF)20251008162534NAL0006127617001

Apogee Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Apogee Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Apogee Wealth Partners, LLC's Apogee Wealth Partners, LLC 401(k) Plan held $180K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$180K

Net assets (EOY)

$180K

Plan identifiers

Apogee Wealth Partners, LLC's EIN is 85-0963897.

EIN 85-0963897

Plan number 001

Plan year 2024

ACK ID 20251008162534NAL0006127617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Apogee Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

Helping the score