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

Partnership Wealth Management, LLC's plan reported $848K in assets and 2 participants for 2024.

Original filing (PDF)20250625085544NAL0007648113001

Partnership Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Partnership Wealth Management 401(k) Plan

401(k) retirement plan · Partnership Wealth Management, LLC's Partnership Wealth Management 401(k) Plan held $848K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$848K

Net assets (EOY)

$848K

People on this filing

Ellwood Derricks signed Partnership Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Ellwood Derricks — 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

Partnership Wealth Management, LLC's EIN is 51-0552488.

EIN 51-0552488

Plan number 002

Plan year 2024

ACK ID 20250625085544NAL0007648113001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Partnership 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 PARTNERSHIP 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PARTNERSHIP WEALTH MANAGEMENT, LLC

EIN

all filings

Address

606 E JOPPA ROAD · TOWSON, MD · 21286

Phone

(410) 732-2633

Industry

Finance & Insurance

Plan administrator