How big is Amplius Wealth Advisors, LLC's plan?

Amplius Wealth Advisors, LLC's plan reported $516K in assets and 11 participants for 2024.

Original filing (PDF)20250515122940NAL0029086752001

Amplius Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Amplius Wealth Advisors, LLC Profit Sharing Plan

Defined-contribution retirement plan · Amplius Wealth Advisors, LLC's Amplius Wealth Advisors, LLC Profit Sharing Plan held $516K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$516K

Net assets (EOY)

$516K

Plan identifiers

Amplius Wealth Advisors, LLC's EIN is 86-2302068.

EIN 86-2302068

Plan number 001

Plan year 2024

ACK ID 20250515122940NAL0029086752001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Amplius Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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