How big is Panorama Wealth Partners LLC's plan?

Panorama Wealth Partners LLC's plan reported $826K in assets and 8 participants for 2025.

Original filing (PDF)20260522055232NAL0006245378001

Panorama Wealth Partners LLC

Name: Panorama Wealth Partners LLC — Panorama Wealth, Form 5500 (2025)
Creator: Panorama Wealth Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Panorama Wealth Partners LLC 401(k) Plan & Profit Sharing TRU

401(k) retirement plan · Panorama Wealth Partners LLC's Panorama Wealth Partners LLC 401(k) Plan & Profit Sharing TRU held $826K in plan assets for 8 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$826K

Net assets (EOY)

$826K

People on this filing

Jonathan Diehl signed Panorama Wealth Partners LLC's 2025 Form 5500 as plan administrator.

Jonathan Diehl — 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

Panorama Wealth Partners LLC's EIN is 33-3301405.

EIN 33-3301405

Plan number 001

Plan year 2025

ACK ID 20260522055232NAL0006245378001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Panorama Wealth Partners 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 PANORAMA WEALTH PARTNERS 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