How big is Attain Wealth Partners' plan?

Attain Wealth Partners' plan reported $287K in assets and 6 participants for 2025.

Original filing (PDF)20260413132455NAL0030065682001

Attain Wealth Partners

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

Form 5500-SF

FILING_RECEIVED

Attain Wealth Partners Retirement Plan

401(k) retirement plan · Attain Wealth Partners' Attain Wealth Partners Retirement Plan held $287K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$287K

Net assets (EOY)

$287K

Plan identifiers

Attain Wealth Partners' EIN is 99-2949530.

EIN 99-2949530

Plan number 001

Plan year 2025

ACK ID 20260413132455NAL0030065682001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Attain Wealth Partners' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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