How big is Private Wealth Group LLC's plan?

Private Wealth Group LLC's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250902172735NAL0014489697001

Private Wealth Group LLC

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

Form 5500-SF

FILING_RECEIVED

Private Wealth Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Private Wealth Group LLC's Private Wealth Group LLC 401(k) Profit Sharing 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

Plan identifiers

Private Wealth Group LLC's EIN is 65-1202629.

EIN 65-1202629

Plan number 001

Plan year 2024

ACK ID 20250902172735NAL0014489697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Private Wealth Group LLC's plan includes profit-sharing, 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 PRIVATE WEALTH GROUP 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