How big is Measured Wealth Private Client Group LLC's plan?

Measured Wealth Private Client Group LLC's plan reported $1.8M in assets and 10 participants for 2024.

Original filing (PDF)20251014111859NAL0003755568001

Measured Wealth Private Client Group LLC

Name: Measured Wealth Private Client Group LLC — Form 5500 Plan 001 (2024)
Creator: Measured Wealth Private Client Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Measured Wealth Private Client Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Measured Wealth Private Client Group LLC's Measured Wealth Private Client Group LLC 401(k) Profit Sharing Plan held $1.8M in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Demetrius Murray for TRPC signed Measured Wealth Private Client Group LLC's 2024 Form 5500 as plan administrator.

Demetrius Murray for TRPC — 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

Measured Wealth Private Client Group LLC's EIN is 26-1987216.

EIN 26-1987216

Plan number 001

Plan year 2024

ACK ID 20251014111859NAL0003755568001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Measured Wealth Private Client Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Measured Wealth Private Client Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MEASURED WEALTH PRIVATE CLIENT GROUP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

MEASURED WEALTH PRIVATE CLIENT GROUP LLC

EIN

all filings

Address

303 ISLINGTON STREET · PORTSMOUTH, NH · 03801

Phone

(603) 431-1444

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator