How big is Austin Private Wealth LLC's plan?

Austin Private Wealth LLC's plan reported $3.7M in assets and 26 participants for 2025.

Original filing (PDF)20260312110151NAL0006370849004

Austin Private Wealth LLC

Name: Austin Private Wealth LLC — Austin Private Wealth, Form 5500 (2025)
Creator: Austin Private Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Austin Private Wealth LLC 401(k) Plan

401(k) retirement plan · Austin Private Wealth LLC's Austin Private Wealth LLC 401(k) Plan held $3.7M in plan assets for 26 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Wanda Wright signed Austin Private Wealth LLC's 2025 Form 5500 as plan administrator.

Wanda Wright — 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

Austin Private Wealth LLC's EIN is 27-2194986.

EIN 27-2194986

Plan number 001

Plan year 2025

ACK ID 20260312110151NAL0006370849004

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Austin Private Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Austin Private Wealth LLC'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 AUSTIN PRIVATE WEALTH 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