How big is Center for Wealth Preservation's plan?

Center for Wealth Preservation's plan reported $1.8M in assets and 12 participants for 2024.

Original filing (PDF)20251021114552NAL0001894656001

Center for Wealth Preservation

Name: Center for Wealth Preservation — Center for Wealth, Form 5500 (2024)
Creator: Center for Wealth Preservation
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Center for Wealth Preservation 401(k) PS Plan

401(k) retirement plan · Center for Wealth Preservation's Center for Wealth Preservation 401(k) PS Plan held $1.8M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Margaret McDougall signed Center for Wealth Preservation's 2024 Form 5500 as plan administrator.

Margaret McDougall — 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

Center for Wealth Preservation's EIN is 20-1733915.

EIN 20-1733915

Plan number 001

Plan year 2024

ACK ID 20251021114552NAL0001894656001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Center for Wealth Preservation'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 CENTER FOR WEALTH PRESERVATION.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

CENTER FOR WEALTH PRESERVATION

EIN

all filings

Address

6800 JERICHO TURNPIKE · SUITE 202 WEST · SYOSSET, NY · 11791

Phone

(631) 848-9596

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator