How big is Permian Wealth Management's plan?

Permian Wealth Management's plan reported $302K in assets and 4 participants for 2024.

Original filing (PDF)20250115105634NAL0035518352001

Permian Wealth Management

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

Form 5500-SF

FILING_RECEIVED

Permian Wealth Management Retirement Plan

401(k) retirement plan · Permian Wealth Management's Permian Wealth Management Retirement Plan held $302K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$302K

Net assets (EOY)

$302K

Plan identifiers

Permian Wealth Management's EIN is 27-0488137.

EIN 27-0488137

Plan number 001

Plan year 2024

ACK ID 20250115105634NAL0035518352001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Permian Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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

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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