How big is PCG Wealth Advisors' plan?

PCG Wealth Advisors' plan reported $841K in assets and 7 participants for 2025.

Original filing (PDF)20260507150832NAL0002358835001

PCG Wealth Advisors

Name: PCG Wealth Advisors — PCG Wealth Advisors 401(k), Form 5500 (2025)
Creator: PCG Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PCG Wealth Advisors 401(k)

401(k) retirement plan · PCG Wealth Advisors' PCG Wealth Advisors 401(k) held $841K in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$841K

Net assets (EOY)

$841K

People on this filing

Alexandra Kurth signed PCG Wealth Advisors' 2025 Form 5500 as plan administrator.

Alexandra Kurth — 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

PCG Wealth Advisors' EIN is 38-4052817.

EIN 38-4052817

Plan number 001

Plan year 2025

ACK ID 20260507150832NAL0002358835001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

PCG Wealth Advisors' plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

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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