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

Private Wealth Partners, LLC's plan reported $8.8M in assets and 8 participants for 2024.

Original filing (PDF)20250618144640NAL0001338659001

Private Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Private Wealth Partners, LLC 401(k) P/S Plan

401(k) retirement plan · Private Wealth Partners, LLC's Private Wealth Partners, LLC 401(k) P/S Plan held $8.8M in plan assets for 8 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$8.8M

Net assets (EOY)

$8.8M

People on this filing

Matthew D. Sobocinski signed Private Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Matthew D. Sobocinski — 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

Private Wealth Partners, LLC's EIN is 13-4315436.

EIN 13-4315436

Plan number 001

Plan year 2024

ACK ID 20250618144640NAL0001338659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

Top-tier plan health

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