How big is Private Client Services Group, LLC's plan?

Private Client Services Group, LLC's plan reported $46K in assets and 1 participants for 2024.

Original filing (PDF)20250729181444NAL0003774353001

Private Client Services Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Private Client Services Group, LLC Profit Sharing Plan

Defined-contribution retirement plan · Private Client Services Group, LLC's Private Client Services Group, LLC Profit Sharing Plan held $46K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$46K

Net assets (EOY)

$46K

People on this filing

P Timothy McMahon signed Private Client Services Group, LLC's 2024 Form 5500 as plan administrator.

P Timothy McMahon — 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 Client Services Group, LLC's EIN is 36-4336192.

EIN 36-4336192

Plan number 001

Plan year 2024

ACK ID 20250729181444NAL0003774353001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Private Client Services Group, LLC's plan includes profit-sharing.

Decision-maker contacts

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