How big is Cerro Pacific Wealth Advisors' plan?

Cerro Pacific Wealth Advisors' plan reported $3.9M in assets and 5 participants for 2024.

Original filing (PDF)20251015203323NAL0011427762001

Cerro Pacific Wealth Advisors

Name: Cerro Pacific Wealth Advisors — Cerro Pacific Wealth, Form 5500 (2024)
Creator: Cerro Pacific Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Cerro Pacific Wealth Advisors 401(k) Plan

401(k) retirement plan · Cerro Pacific Wealth Advisors' Cerro Pacific Wealth Advisors 401(k) Plan held $3.9M in plan assets for 5 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

Plan identifiers

Cerro Pacific Wealth Advisors' EIN is 85-2998768.

EIN 85-2998768

Plan number 001

Plan year 2024

ACK ID 20251015203323NAL0011427762001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Cerro Pacific Wealth Advisors' plan includes profit-sharing, a 401(k) feature, 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 CERRO PACIFIC WEALTH ADVISORS.

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