How big is Private Advisor Group, LLC's plan?

Private Advisor Group, LLC's plan reported $4.3M in assets and 67 participants for 2024.

Original filing (PDF)20251010141552NAL0004693683005

Private Advisor Group, LLC

Name: Private Advisor Group, LLC — Private Advisor Group, Form 5500 (2024)
Creator: Private Advisor Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Private Advisor Group, LLC 401(k) Plan

401(k) retirement plan · Private Advisor Group, LLC's Private Advisor Group, LLC 401(k) Plan held $4.3M in plan assets for 67 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.3M

Net assets (EOY)

$4.3M

People on this filing

James Perhacs signed Private Advisor Group, LLC's 2024 Form 5500 as plan administrator.

James Perhacs — 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

Private Advisor Group, LLC's EIN is 27-3463733.

EIN 27-3463733

Plan number 001

Plan year 2024

ACK ID 20251010141552NAL0004693683005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Private Advisor Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Private Advisor Group, LLC'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 PRIVATE ADVISOR GROUP, 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