How big is Pro Wealth Management, LLC's plan?

Pro Wealth Management, LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250904104705NAL0016033633001

Pro Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Pro Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Pro Wealth Management, LLC's Pro Wealth Management, LLC 401(k) Plan held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Pamela R Graham signed Pro Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Pamela R Graham — 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

Pro Wealth Management, LLC's EIN is 47-3875958.

EIN 47-3875958

Plan number 001

Plan year 2024

ACK ID 20250904104705NAL0016033633001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pro Wealth Management, LLC's plan includes ERISA 404(c) participant direction, profit-sharing, 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 PRO 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