Back to filter
Original filing (PDF)20250729172156NAL0001501379001
PRIVATE WEALTH MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
PRIVATE WEALTH MANAGEMENT, LLC 401(K) PLAN
401(k) retirement plan
Active participants
14
Accounts w/ balance
13
Plan assets (EOY)
$2.3M
Net assets (EOY)
$2.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIVATE WEALTH MANAGEMENT, LLC.
Plan sponsor
Name
PRIVATE WEALTH MANAGEMENT, LLC
EIN
37-1494090
Address
12935 N OUTER 40, STE 105 · ST LOUIS, MO · 63141
Phone
(314) 878-1804
Industry
Finance & Insurancesee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-29
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
Similar-size Finance & Insurance plans
PIVOTAL BIOVENTURE PARTNERS INVESTMENT ADVISOR, LLC
PIVOTAL BIOVENTURE PARTNERS, LLC 401(K) PROFIT SHARING PLAN
$2.3M · 5 participants
BARD ASSOCIATES, INC
BARD ASSOCIATES, INC. 401(K) PLAN AND TRUST
$2.3M · 6 participants
PAUL R. PRADEL
PAUL R. PRADEL 401(K) PROFIT SHARING PLAN
$2.3M · 2 participants
THE HILLMAN COMPANY
RETIREMENT PLAN FOR SALARIED EMPLOYEES OF THE HILLMAN COMPANY
$2.3M
OLD PORT ADVISORS
OLD PORT ADVISORS 401K PLAN
$2.3M · 12 participants
FINANCIAL ENHANCEMENT GROUP LLC
FINANCIAL ENHANCEMENT GROUP LLC 401(K) PLAN
$2.3M · 31 participants
Large plans in Missouri
EDWARD D. JONES & CO., L.P.
EDWARD D. JONES & CO. PROFIT SHARING AND 401(K) PLAN
$12.4B · 50,491 participants
BAYER CORPORATION
BAYER CORPORATION SAVINGS AND RETIREMENT PLAN
$10.8B · 17,218 participants
ASCENSION HEALTH DBA ASCENSION HEALTHCARE
ASCENSION HEALTHCARE MASTER PENSION TRUST
$8.0B
BOARD OF TRUSTEES BOILERMAKER-BLACKSMITH NATIONAL
BOILERMAKER-BLACKSMITH NATIONAL PENSION TRUST
$7.5B · 27,660 participants
WASHINGTON UNIVERSITY IN ST. LOUIS
WASHINGTON UNIVERSITY RETIREMENT SAVINGS PLAN
$7.5B · 27,547 participants
EMERSON ELECTRIC COMPANY
EMERSON ELECTRIC CO. DEFINED CONTRIBUTION PLANS MASTER TRUST
$7.4B