Original filing (PDF)20250715122722NAL0003250048001

Private Wealth Management Group, LLC DBA NOVI Wealth Partners

Name: Private Wealth Management Group, LLC DBA NOVI Wealth Partners — Form 5500 Plan 001 (2024)
Creator: Private Wealth Management Group, LLC DBA NOVI Wealth Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

NOVI Wealth Partners Retirement Plan

401(k) retirement plan · Private Wealth Management Group, LLC DBA NOVI Wealth Partners' NOVI Wealth Partners Retirement Plan held $2.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Private Wealth Management Group, LLC DBA NOVI Wealth Partners' EIN is 46-1354673.

EIN 46-1354673

Plan number 001

Plan year 2024

ACK ID 20250715122722NAL0003250048001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Private Wealth Management Group, LLC DBA NOVI Wealth Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Private Wealth Management Group, LLC DBA NOVI Wealth Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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