Original filing (PDF)20260511121900NAL0005741697001

MT. Diablo Private Wealth Advisors, LLC

Name: MT. Diablo Private Wealth Advisors, LLC — Form 5500 Plan 003 (2025)
Creator: MT. Diablo Private Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Mdpwa Cash Balance Plan & Trust

Defined-benefit pension plan · MT. Diablo Private Wealth Advisors, LLC's Mdpwa Cash Balance Plan & Trust filed a Form 5500 for plan year 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jamie Tjernagel signed MT. Diablo Private Wealth Advisors, LLC's 2025 Form 5500 as plan administrator.

Jamie Tjernagel — 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

MT. Diablo Private Wealth Advisors, LLC's EIN is 81-2803561.

EIN 81-2803561

Plan number 003

Plan year 2025

ACK ID 20260511121900NAL0005741697001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for MT. Diablo Private Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

MT. Diablo Private Wealth Advisors, LLC's plan includes a cash-balance formula, a defined-benefit pension formula, a frozen benefit (no new accruals).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for MT. DIABLO PRIVATE WEALTH ADVISORS, 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

Knocking points off