· 2022–2024 · DOL EFAST2

Perez Wealth Management LLC — Perez Wealth, Form 5500 (2025)

Original filing (PDF)20260414103121NAL0032169074001

Perez Wealth Management LLC

Form 5500-SF

FILING_RECEIVED

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

401(k) retirement plan · Perez Wealth Management LLC's Perez Wealth Management LLC 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 3 participants in 2025.

Active participants

3

Accounts w/ balance

3

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

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

75

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (87th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PEREZ WEALTH MANAGEMENT LLC

EIN

47-5501350all filings

Address

1441 BRICKELL AVE STE 1700 · MIAMI, FL · 331313362

Phone

(786) 693-7871

Industry

Other Services (ex. Public Admin)

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-14

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

Blezoo LLC 401(k) Profit Sharing Plan & Trust

$1.2M · 17 participants

Syncor Industries, Inc.

Syncor Industries, Inc. Retirement Plan

$1.2M · 2 participants

Commercial Construction Inc.

Commercial Construction Inc. 401(k) Profit Sharing Plan & Trust

$1.2M · 13 participants

All Surface Roofing & Waterpro

All Surface Roofing & Waterpro 401(k) Profit Sharing Plan & Trust

$1.2M · 72 participants

Modlich Monument Company

Modlich Monument Company 401(k) Plan

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.