How big is Palos Wealth Advisors LLC's plan?

Palos Wealth Advisors LLC's plan reported $844K in assets and 2 participants for 2024.

Original filing (PDF)20250827091334NAL0009403681001

Palos Wealth Advisors LLC

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

Form 5500-SF

FILING_RECEIVED

Palos Wealth Advisors LLC 401(k) Plan & Trust

401(k) retirement plan · Palos Wealth Advisors LLC's Palos Wealth Advisors LLC 401(k) Plan & Trust held $844K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$844K

Net assets (EOY)

$844K

Plan identifiers

Palos Wealth Advisors LLC's EIN is 27-3111608.

EIN 27-3111608

Plan number 001

Plan year 2024

ACK ID 20250827091334NAL0009403681001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Palos Wealth Advisors 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 PALOS WEALTH ADVISORS 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

Knocking points off