Original filing (PDF)20250711131835NAL0006372129001

PRESIDIO GROUP WEALTH MANAGEME

Name: PRESIDIO GROUP WEALTH MANAGEME — PRESIDIO GROUP WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: PRESIDIO GROUP WEALTH MANAGEME

Form 5500-SF

FILING_RECEIVED

PRESIDIO GROUP WEALTH MANAGEME 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESIDIO GROUP WEALTH MANAGEME.

Plan sponsor

Name

PRESIDIO GROUP WEALTH MANAGEME

EIN

20-3738196

Address

1850 MT DIABLO BLVD STE 225 · WALNUT CREEK, CA · 945964432

Phone

(925) 274-9968

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-11

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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QCS PURCHASING COOPERATIVE