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

Acunis Wealth Partners, LLC's plan reported $8K in assets and 4 participants for 2024.

Original filing (PDF)20250729090806NAL0005428050001

Acunis Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Acunis Wealth Partners 401(k) Profit Sharing Plan

401(k) retirement plan · Acunis Wealth Partners, LLC's Acunis Wealth Partners 401(k) Profit Sharing Plan held $8K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$8K

Net assets (EOY)

$8K

People on this filing

Jansen Bailey signed Acunis Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Jansen Bailey — 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

Acunis Wealth Partners, LLC's EIN is 99-3368642.

EIN 99-3368642

Plan number 001

Plan year 2024

ACK ID 20250729090806NAL0005428050001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Helping the score