How big is Cadence Wealth Partners' plan?

Cadence Wealth Partners' plan reported $11K in assets and 3 participants for 2025.

Original filing (PDF)20260504220401NAL0000322481007

Cadence Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

Cadence Wealth Partners 401(k) Plan

401(k) retirement plan · Cadence Wealth Partners' Cadence Wealth Partners 401(k) Plan held $11K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$11K

Net assets (EOY)

$11K

Plan identifiers

Cadence Wealth Partners' EIN is 93-4256342.

EIN 93-4256342

Plan number 001

Plan year 2025

ACK ID 20260504220401NAL0000322481007

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Above-average plan

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