Original filing (PDF)20250926110553NAL0013662306001

PRIVATE WEALTH MANAGEMENT GROUP, LLC

Name: PRIVATE WEALTH MANAGEMENT GROUP, LLC — PRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN, Form 5500 (2024)
Creator: PRIVATE WEALTH MANAGEMENT GROUP, LLC

Form 5500-SF

FILING_RECEIVED

PRIVATE WEALTH MANAGEMENT GROUP RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PRIVATE WEALTH MANAGEMENT GROUP, LLC

EIN

20-1825160all filings

Address

107 W MAIN ST · LITTLE CHUTE, WI · 54140

Phone

(920) 882-5005

Industry

Finance & Insurancesee all

Plan administrator