How big is Private Wealth Partners LLC's plan?

Private Wealth Partners LLC's plan reported $2.0M in assets and 12 participants for 2024.

Original filing (PDF)20250606133635NAL0009211411001

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) Profit Sharing Plan and Trust

401(k) retirement plan · Private Wealth Partners LLC's Private Wealth Partners LLC 401(k) Profit Sharing Plan and Trust held $2.0M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Shirley Horner signed Private Wealth Partners LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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 20-2154638.

EIN 20-2154638

Plan number 001

Plan year 2024

ACK ID 20250606133635NAL0009211411001

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, 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 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