How big is PR Wealth Management Group, Inc.'s plan?

PR Wealth Management Group, Inc.'s plan reported $402K in assets and 3 participants for 2024.

Original filing (PDF)20250514105451NAL0042878338001

PR Wealth Management Group, Inc.

Name: PR Wealth Management Group, Inc. — PR Wealth 401(k), Form 5500 (2024)
Creator: PR Wealth Management Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PR Wealth 401(k) Plan

401(k) retirement plan · PR Wealth Management Group, Inc.'s PR Wealth 401(k) Plan held $402K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$402K

Net assets (EOY)

$402K

People on this filing

David Perry signed PR Wealth Management Group, Inc.'s 2024 Form 5500 as plan administrator.

David Perry — 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

PR Wealth Management Group, Inc.'s EIN is 26-1608431.

EIN 26-1608431

Plan number 001

Plan year 2024

ACK ID 20250514105451NAL0042878338001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for PR Wealth Management Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

PR Wealth Management Group, Inc.'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 PR WEALTH MANAGEMENT GROUP, INC..

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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