How big is Adapt Wealth Advisors LLC's plan?

Adapt Wealth Advisors LLC's plan reported $502K in assets and 15 participants for 2024.

Original filing (PDF)20251013110600NAL0000516131001

Adapt Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Adapt Wealth Advisors LLC 401(k) Plan

401(k) retirement plan · Adapt Wealth Advisors LLC's Adapt Wealth Advisors LLC 401(k) Plan held $502K in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$502K

Net assets (EOY)

$502K

Plan identifiers

Adapt Wealth Advisors LLC's EIN is 93-4697250.

EIN 93-4697250

Plan number 001

Plan year 2024

ACK ID 20251013110600NAL0000516131001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Adapt Wealth Advisors 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 ADAPT WEALTH ADVISORS 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

Knocking points off