Assets by plan
Share of aggregate retirement assets
93%top
Sponsor portfolio
ACADIA WEALTH MANAGEMENT, LLC
EIN 26-0251872Finance and InsuranceLatest filing 2024
Plans
2
Retirement
2
$537K assets
Welfare
0
Participants
6
3511 BONITA BAY BLVD., SUITE 2 - BONITA SPRINGS, FL 34134239-992-9927
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $537K assets / 6 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
ACADIA WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
CashBalance
Assets$501K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
ACADIA WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN & TRUST
ProfitSharing
Assets$36K
Participants3
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | ACADIA WEALTH MANAGEMENT, LLC CASH BALANCE PLAN | CashBalance | $501K | 3 | 2024 | |
| 001 | ACADIA WEALTH MANAGEMENT, LLC PROFIT SHARING PLAN & TRUST | ProfitSharing | $36K | 3 | 2024 |
Retirement plans