How big is Pillar Wealth Advisors, LLC's plan?

Pillar Wealth Advisors, LLC's plan reported $247K in assets and 1 participants for 2024.

Original filing (PDF)20250725062330NAL0008227168001

Pillar Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Pillar Wealth Advisors, LLC 401(k) Retirement Plan

401(k) retirement plan · Pillar Wealth Advisors, LLC's Pillar Wealth Advisors, LLC 401(k) Retirement Plan held $247K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$247K

Net assets (EOY)

$247K

Plan identifiers

Pillar Wealth Advisors, LLC's EIN is 30-0708045.

EIN 30-0708045

Plan number 001

Plan year 2024

ACK ID 20250725062330NAL0008227168001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pillar Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (98th percentile).

Plan sponsor

Name

PILLAR WEALTH ADVISORS, LLC

EIN

all filings

Address

844 E. STREET ROAD · #1029 · WESTTOWN, PA · 193959998

Phone

(302) 409-3500

Industry

Finance & Insurance

Plan administrator