How big is Poleon Comprehensive Wealth Management LLC's plan?

Poleon Comprehensive Wealth Management LLC's plan reported $66K in assets and 5 participants for 2024.

Original filing (PDF)20250922141549NAL0005752896001

Poleon Comprehensive Wealth Management LLC

Name: Poleon Comprehensive Wealth Management LLC — Form 5500 Plan 001 (2024)
Creator: Poleon Comprehensive Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Poleon Wealth Management 401(k) Plan

401(k) retirement plan · Poleon Comprehensive Wealth Management LLC's Poleon Wealth Management 401(k) Plan held $66K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$66K

Net assets (EOY)

$66K

People on this filing

Donna Stuber signed Poleon Comprehensive Wealth Management LLC's 2024 Form 5500 as plan administrator.

Donna Stuber — 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

Poleon Comprehensive Wealth Management LLC's EIN is 88-2798848.

EIN 88-2798848

Plan number 001

Plan year 2024

ACK ID 20250922141549NAL0005752896001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Poleon Comprehensive Wealth Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Poleon Comprehensive Wealth Management LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, automatic enrollment.

Decision-maker contacts

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

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

Knocking points off