Private Advisory Group, LLC 401(k) Plan

The Private Advisory Group, LLC 401(k) on its latest Form 5500

Private Advisory Group, LLC (EIN 46-4161984) reports PRIVATE ADVISORY GROUP RETIREMENT PLAN on its most recent Form 5500, with $1.8M in plan assets across 20 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.

See the full Private Advisory Group, LLC filing — schedules, fees, and providers.

Who runs the Private Advisory Group, LLC 401(k)?

Private Advisory Group, LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Private Advisory Group, LLCHR for the recordkeeper’s name and login.

How to check your Private Advisory Group, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Private Advisory Group, LLC HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).