How big is Continuity Wealth Partners LLC's plan?

Continuity Wealth Partners LLC's plan reported $250K in assets and 5 participants for 2025.

Original filing (PDF)20260430075812NAL0006616467001

Continuity Wealth Partners LLC

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

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · Continuity Wealth Partners LLC's Continuity Wealth Partners LLC 401(k) Profit Sharing Plan & Trust held $250K in plan assets for 5 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$250K

Net assets (EOY)

$250K

People on this filing

Timothy Baltz signed Continuity Wealth Partners LLC's 2025 Form 5500 as plan administrator.

Timothy Baltz — 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

Continuity Wealth Partners LLC's EIN is 93-4352214.

EIN 93-4352214

Plan number 001

Plan year 2025

ACK ID 20260430075812NAL0006616467001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Continuity Wealth Partners LLC's 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 CONTINUITY 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