How big is Private Wealth Management, LLC's plan?

Private Wealth Management, LLC's plan reported $786K in assets and 2 participants for 2025.

Original filing (PDF)20260422220349NAL0009053298029

Private Wealth Management, LLC

Name: Private Wealth Management, LLC — Private Wealth, Form 5500 (2025)
Creator: Private Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Private Wealth Management 401(k) Plan

401(k) retirement plan · Private Wealth Management, LLC's Private Wealth Management 401(k) Plan held $786K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$786K

Net assets (EOY)

$786K

Plan identifiers

Private Wealth Management, LLC's EIN is 20-4047076.

EIN 20-4047076

Plan number 001

Plan year 2025

ACK ID 20260422220349NAL0009053298029

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Private Wealth Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (85th percentile).

Plan sponsor

Name

PRIVATE WEALTH MANAGEMENT, LLC

EIN

all filings

Address

3745 S JESSAMINE DR · ST GEORGE, UT · 84790

Phone

(801) 834-7606

Industry

Finance & Insurance

Plan administrator