Original filing (PDF)20250709083752NAL0012658898001

PERSONAL WEALTH ADVISORY, LLC

Name: PERSONAL WEALTH ADVISORY, LLC — PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN, Form 5500 (2024)
Creator: PERSONAL WEALTH ADVISORY, LLC

Form 5500-SF

FILING_RECEIVED

PERSONAL WEALTH ADVISORY, LLC PROFIT SHARING & SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.6M

Net assets (EOY)

$3.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PERSONAL WEALTH ADVISORY, LLC.

Plan sponsor

Name

PERSONAL WEALTH ADVISORY, LLC

EIN

13-4226075

Address

630 DELP ROAD, SUITE 100 · LANCASTER, PA · 17601

Phone

(717) 735-1170

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

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