Original filing (PDF)20250708064308NAL0010436162001

PRECISION WEALTH STRATEGIES LLC

Name: PRECISION WEALTH STRATEGIES LLC — PRECISION WEALTH STRATEGIES 401(K) PLAN, Form 5500 (2024)
Creator: PRECISION WEALTH STRATEGIES LLC

Form 5500-SF

FILING_RECEIVED

PRECISION WEALTH STRATEGIES 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

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.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRECISION WEALTH STRATEGIES LLC.

Plan sponsor

Name

PRECISION WEALTH STRATEGIES LLC

EIN

26-2032682all filings

Address

4622 MACKLIND AVE · ST LOUIS, MO · 63109

Phone

(314) 994-6460

Industry

Finance & Insurancesee 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

2025-07-08

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

2T · Default investment account (QDIA)

2R · Participant-directed brokerage (SDBA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CORNERSTONE FINANCIAL GROUP OF AMERICA, INC

CORNERSTONE FINANCIAL GROUP OF AMERICA, INC 401(K) PLAN

$394K · 3 participants

KQR, LLC

KQR 401(K) PLAN

$394K · 2 participants

CALIFORNIA FINANCIAL PARTNERS, INC.

CALIFORNIA FINANCIAL PARTNERS 401(K) PROFIT SHARING PLAN

$395K · 6 participants

DUFFY FINANCIAL, LLC

DUFFY FINANCIAL 401(K) PLAN

$394K · 13 participants

MAMMOTH WEST CORPORATION DBA MAM

MAMMOTH WEST CORPORATION 401K PLAN

$394K · 5 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.