How big is Pearl Wealth LLC's plan?

Pearl Wealth LLC's plan reported $295K in assets and 2 participants for 2024.

Original filing (PDF)20250818160643NAL0001398977001

Pearl Wealth LLC

Name: Pearl Wealth LLC — Pearl Wealth LLC 401(k) Profit, Form 5500 (2024)
Creator: Pearl Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pearl Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pearl Wealth LLC's Pearl Wealth LLC 401(k) Profit Sharing Plan & Trust held $295K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$295K

Net assets (EOY)

$295K

People on this filing

Gretchen Cole signed Pearl Wealth LLC's 2024 Form 5500 as plan administrator.

Gretchen Cole — 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

Pearl Wealth LLC's EIN is 38-4097784.

EIN 38-4097784

Plan number 001

Plan year 2024

ACK ID 20250818160643NAL0001398977001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pearl Wealth LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pearl Wealth 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 PEARL WEALTH 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