OpenERISA

Acumen Wealth Advisors, LLC

Chattanooga, TN, 37405

EIN 45-3959629
Plans
1
Total participants
79
Filing years
2024, 2023, 2022, 2021, 2020
NAICS
523900
Plan sponsors in TennesseeFinance & Insurance

Benefit plans on file

YearFormPlan #Plan nameParticipants
2024Form 5500-SF001Acumen Wealth Advisors, LLC 401(K) Plan19
2023Form 5500-SF001Acumen Wealth Advisors, LLC 401(K) Plan17
2022Form 5500-SF001Acumen Wealth Advisors, LLC 401(K) Plan15
2021Form 5500-SF001Acumen Wealth Advisors, LLC 401(K) Plan16
2020Form 5500-SF001Acumen Wealth Advisors, LLC 401(K) Plan12

Data shown as filed with the U.S. Department of Labor (EBSA), filing years 2020–2025; not validated by OpenERISA. View official filings for this EIN on the DOL EFAST2 search.

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