How big is Adalan Private Wealth's plan?

Adalan Private Wealth's plan reported $593K in assets and 2 participants for 2024.

Original filing (PDF)20251015110858NAL0008894258001

Adalan Private Wealth

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

Form 5500-SF

FILING_RECEIVED

Adalan Private Wealth Defined Benefit Plan

Defined-benefit pension plan · Adalan Private Wealth's Adalan Private Wealth Defined Benefit Plan held $593K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$593K

Net assets (EOY)

$593K

Plan identifiers

Adalan Private Wealth's EIN is 87-2175373.

EIN 87-2175373

Plan number 002

Plan year 2024

ACK ID 20251015110858NAL0008894258001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Adalan Private Wealth's plan includes a defined-benefit pension formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score