How big is Plus Group Wealth Advisors, LLC's plan?

Plus Group Wealth Advisors, LLC's plan reported $526K in assets and 7 participants for 2025.

Original filing (PDF)20260428153132NAL0005607075001

Plus Group Wealth Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Plus Group Wealth Advisors 401(k) Plan

401(k) retirement plan · Plus Group Wealth Advisors, LLC's Plus Group Wealth Advisors 401(k) Plan held $526K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$526K

Net assets (EOY)

$526K

People on this filing

Brent NEIS signed Plus Group Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

Brent NEIS — 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

Plus Group Wealth Advisors, LLC's EIN is 37-1921828.

EIN 37-1921828

Plan number 001

Plan year 2025

ACK ID 20260428153132NAL0005607075001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Plus Group Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Plus Group Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PLUS GROUP WEALTH ADVISORS, 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