How big is Privada Wealth Management LLC's plan?

Privada Wealth Management LLC's plan reported $41K in assets and 3 participants for 2024.

Original filing (PDF)20250528145229NAL0018944226001

Privada Wealth Management LLC

Name: Privada Wealth Management LLC — Privada Wealth, Form 5500 (2024)
Creator: Privada Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Privada Wealth Management LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Privada Wealth Management LLC's Privada Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $41K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$41K

Net assets (EOY)

$41K

People on this filing

REY Descalso signed Privada Wealth Management LLC's 2024 Form 5500 as plan administrator.

REY Descalso — 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

Privada Wealth Management LLC's EIN is 46-1267223.

EIN 46-1267223

Plan number 001

Plan year 2024

ACK ID 20250528145229NAL0018944226001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Privada Wealth Management 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 PRIVADA WEALTH MANAGEMENT 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