How big is AKD Wealth Partners, LLC's plan?

AKD Wealth Partners, LLC's plan reported $377K in assets and 8 participants for 2024.

Original filing (PDF)20250924174053NAL0017661730001

AKD Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

AKD Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · AKD Wealth Partners, LLC's AKD Wealth Partners, LLC 401(k) Plan held $377K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$377K

Net assets (EOY)

$377K

People on this filing

Robert KARP signed AKD Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Robert KARP — 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

AKD Wealth Partners, LLC's EIN is 88-4335157.

EIN 88-4335157

Plan number 001

Plan year 2024

ACK ID 20250924174053NAL0017661730001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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