How big is Pickler Wealth Advisors LLC's plan?

Pickler Wealth Advisors LLC's plan reported $1.5M in assets and 26 participants for 2024.

Original filing (PDF)20250722155412NAL0003397056002

Pickler Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Pickler Wealth Advisors LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Pickler Wealth Advisors LLC's Pickler Wealth Advisors LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Charles Cossar signed Pickler Wealth Advisors LLC's 2024 Form 5500 as plan administrator.

Charles Cossar — 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

Pickler Wealth Advisors LLC's EIN is 20-1706187.

EIN 20-1706187

Plan number 001

Plan year 2024

ACK ID 20250722155412NAL0003397056002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PICKLER WEALTH ADVISORS 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