How big is Park Place Wealth Advisors Inc.'s plan?

Park Place Wealth Advisors Inc.'s plan reported $547K in assets and 3 participants for 2024.

Original filing (PDF)20251006122841NAL0003406769001

Park Place Wealth Advisors Inc.

Name: Park Place Wealth Advisors Inc. — Park Place Wealth, Form 5500 (2024)
Creator: Park Place Wealth Advisors Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Park Place Wealth Advisors, Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Park Place Wealth Advisors Inc.'s Park Place Wealth Advisors, Inc. 401(k) Profit Sharing Plan held $547K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$547K

Net assets (EOY)

$547K

Plan identifiers

Park Place Wealth Advisors Inc.'s EIN is 22-3947170.

EIN 22-3947170

Plan number 001

Plan year 2024

ACK ID 20251006122841NAL0003406769001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Park Place Wealth Advisors Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Park Place Wealth Advisors Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 (86th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PARK PLACE WEALTH ADVISORS INC.

EIN

all filings

Address

18 ORINDA WAY · ORINDA, CA · 945632519

Phone

(925) 254-7766

Industry

Finance & Insurance

Plan administrator