How big is Platinum Wealth Management, Inc.'s plan?

Platinum Wealth Management, Inc.'s plan reported $61K in assets and 2 participants for 2025.

Original filing (PDF)20260424221146NAL0006183361033

Platinum Wealth Management, Inc.

Name: Platinum Wealth Management, Inc. — Platinum Wealth, Form 5500 (2025)
Creator: Platinum Wealth Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Platinum Wealth Management 401(k) Plan

401(k) retirement plan · Platinum Wealth Management, Inc.'s Platinum Wealth Management 401(k) Plan held $61K in plan assets for 2 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$61K

Net assets (EOY)

$61K

Plan identifiers

Platinum Wealth Management, Inc.'s EIN is 46-0945495.

EIN 46-0945495

Plan number 001

Plan year 2025

ACK ID 20260424221146NAL0006183361033

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Platinum Wealth Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Platinum Wealth Management, Inc.'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 PLATINUM WEALTH MANAGEMENT, INC..

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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