How big is Resonate Wealth Partners LLC's plan?

Resonate Wealth Partners LLC's plan reported $205K in assets and 4 participants for 2025.

Original filing (PDF)20260413085320NAL0014486065001

Resonate Wealth Partners LLC

Name: Resonate Wealth Partners LLC — Resonate Wealth, Form 5500 (2025)
Creator: Resonate Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Resonate Wealth Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Resonate Wealth Partners LLC's Resonate Wealth Partners LLC 401(k) Profit Sharing Plan & Trust held $205K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

Alexander Guiliano signed Resonate Wealth Partners LLC's 2025 Form 5500 as plan administrator.

Alexander Guiliano — 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

Resonate Wealth Partners LLC's EIN is 88-3734124.

EIN 88-3734124

Plan number 001

Plan year 2025

ACK ID 20260413085320NAL0014486065001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Resonate Wealth Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Resonate Wealth Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

Helping the score