How big is Island Park Private Wealth LLC's plan?

Island Park Private Wealth LLC's plan reported $7K in assets and 4 participants for 2024.

Original filing (PDF)20250520101254NAL0001874224001

Island Park Private Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Island Park Private Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Island Park Private Wealth LLC's Island Park Private Wealth LLC 401(k) Profit Sharing Plan & Trust held $7K in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

James Sheehan signed Island Park Private Wealth LLC's 2024 Form 5500 as plan administrator.

James Sheehan — 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

Island Park Private Wealth LLC's EIN is 33-1454866.

EIN 33-1454866

Plan number 001

Plan year 2024

ACK ID 20250520101254NAL0001874224001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Island Park Private Wealth LLC'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 ISLAND PARK PRIVATE WEALTH LLC.

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Plan health score

Above-average plan

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