How big is Pandowealth LLC's plan?

Pandowealth LLC's plan reported $869K in assets and 25 participants for 2024.

Original filing (PDF)20251015161214NAL0010235538001

Pandowealth LLC

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

Form 5500-SF

FILING_RECEIVED

Pandowealth 401(k) Plan

401(k) retirement plan · Pandowealth LLC's Pandowealth 401(k) Plan held $869K in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$869K

Net assets (EOY)

$869K

People on this filing

Richard Tatum signed Pandowealth LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Pandowealth LLC's EIN is 47-4770712.

EIN 47-4770712

Plan number 001

Plan year 2024

ACK ID 20251015161214NAL0010235538001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pandowealth 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 PANDOWEALTH 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