How big is Private Client Services, LLC's plan?

Private Client Services, LLC's plan reported $4.5M in assets and 58 participants for 2024.

Original filing (PDF)20251010103217NAL0004147043001

Private Client Services, LLC

Name: Private Client Services, LLC — Private Client, Form 5500 (2024)
Creator: Private Client Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Private Client Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Private Client Services, LLC's Private Client Services, LLC 401(k) Profit Sharing Plan held $4.5M in plan assets for 58 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

Ernest Sampson signed Private Client Services, LLC's 2024 Form 5500 as plan administrator.

Ernest Sampson — 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

Private Client Services, LLC's EIN is 61-1383537.

EIN 61-1383537

Plan number 001

Plan year 2024

ACK ID 20251010103217NAL0004147043001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Private Client Services, 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 PRIVATE CLIENT SERVICES, LLC.

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Plan health score

Above-average plan

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