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

Pittsburgh Wealth Management, LLC's plan reported $814K in assets and 8 participants for 2024.

Original filing (PDF)20251010112525NAL0012974208001

Pittsburgh Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Pittsburgh Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Pittsburgh Wealth Management, LLC's Pittsburgh Wealth Management, LLC 401(k) Plan held $814K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$814K

Net assets (EOY)

$814K

People on this filing

Richard Tatum signed Pittsburgh Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Pittsburgh Wealth Management, LLC's EIN is 80-0594095.

EIN 80-0594095

Plan number 001

Plan year 2024

ACK ID 20251010112525NAL0012974208001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pittsburgh Wealth Management, 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 PITTSBURGH 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