How big is Performance Wealth Partners, LLC's plan?

Performance Wealth Partners, LLC's plan reported $1.0M in assets and 12 participants for 2023.

Original filing (PDF)20240828150822NAL0005830547001

Performance Wealth Partners, LLC

Name: Performance Wealth Partners, LLC — Performance, Form 5500 (2023)
Creator: Performance Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Performance Wealth Cash Balance Plan

Defined-benefit pension plan · Performance Wealth Partners, LLC's Performance Wealth Cash Balance Plan held $1.0M in plan assets for 12 participants in 2023.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Charles Lesser signed Performance Wealth Partners, LLC's 2023 Form 5500 as plan administrator.

Charles Lesser — 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

Performance Wealth Partners, LLC's EIN is 66-1241865.

EIN 66-1241865

Plan number 002

Plan year 2023

ACK ID 20240828150822NAL0005830547001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Performance Wealth Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Performance Wealth Partners, LLC's plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERFORMANCE WEALTH PARTNERS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score