How big is Precision Wealth Strategies LLC's plan?

Precision Wealth Strategies LLC's plan reported $394K in assets and 11 participants for 2024.

Original filing (PDF)20250708064308NAL0010436162001

Precision Wealth Strategies LLC

Name: Precision Wealth Strategies LLC — Precision Wealth, Form 5500 (2024)
Creator: Precision Wealth Strategies LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Precision Wealth Strategies 401(k) Plan

401(k) retirement plan · Precision Wealth Strategies LLC's Precision Wealth Strategies 401(k) Plan held $394K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$394K

Net assets (EOY)

$394K

People on this filing

Laurie Allen signed Precision Wealth Strategies LLC's 2024 Form 5500 as plan administrator.

Laurie Allen — 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

Precision Wealth Strategies LLC's EIN is 26-2032682.

EIN 26-2032682

Plan number 001

Plan year 2024

ACK ID 20250708064308NAL0010436162001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Precision Wealth Strategies LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Precision Wealth Strategies LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), 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 PRECISION WEALTH STRATEGIES 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