How big is PI Wealth Management's plan?

PI Wealth Management's plan reported $628K in assets and 6 participants for 2025.

Original filing (PDF)20260422220123NAL0002208067015

PI Wealth Management

Name: PI Wealth Management — PI Wealth Management 401(k), Form 5500 (2025)
Creator: PI Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PI Wealth Management 401(k) Plan

401(k) retirement plan · PI Wealth Management's PI Wealth Management 401(k) Plan held $628K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

Plan identifiers

PI Wealth Management's EIN is 27-3472460.

EIN 27-3472460

Plan number 001

Plan year 2025

ACK ID 20260422220123NAL0002208067015

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

PI Wealth Management's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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