How big is Park City Wealth Management LLC's plan?

Park City Wealth Management LLC's plan reported $473K in assets and 2 participants for 2024.

Original filing (PDF)20250312121039NAL0032047568001

Park City Wealth Management LLC

Name: Park City Wealth Management LLC — PCWM 401(k) Plan, Form 5500 (2024)
Creator: Park City Wealth Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PCWM 401(k) Plan

401(k) retirement plan · Park City Wealth Management LLC's PCWM 401(k) Plan held $473K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$473K

Net assets (EOY)

$473K

Plan identifiers

Park City Wealth Management LLC's EIN is 47-1619902.

EIN 47-1619902

Plan number 001

Plan year 2024

ACK ID 20250312121039NAL0032047568001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Park City Wealth Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARK CITY 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