Original filing (PDF)20251015151800NAL0010341634001

PRIVATE WEALTH MANAGEMENT & CONSULTING, LLC

Name: PRIVATE WEALTH MANAGEMENT & CONSULTING, LLC — PWMC 401(K) PLAN, Form 5500 (2024)
Creator: PRIVATE WEALTH MANAGEMENT & CONSULTING, LLC

Form 5500-SF

FILING_RECEIVED

PWMC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$106K

Net assets (EOY)

$106K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

PRIVATE WEALTH MANAGEMENT & CONSULTING, LLC

EIN

46-0818364

Address

1680 METROPOLITAN CIRCLE · TALLAHASSEE, FL · 32308

Phone

(850) 692-2500

Industry

Finance & Insurancesee all

Plan administrator