How big is Parisi Gray Wealth Management LLC's plan?

Parisi Gray Wealth Management LLC's plan reported $2.2M in assets and 3 participants for 2024.

Original filing (PDF)20250703112841NAL0001209522001

Parisi Gray Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Parisi Gray Wealth Management LLC Pension Plan

Defined-benefit pension plan · Parisi Gray Wealth Management LLC's Parisi Gray Wealth Management LLC Pension Plan held $2.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

People on this filing

David Gray signed Parisi Gray Wealth Management LLC's 2024 Form 5500 as plan administrator.

David Gray — 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

Parisi Gray Wealth Management LLC's EIN is 81-4740426.

EIN 81-4740426

Plan number 002

Plan year 2024

ACK ID 20250703112841NAL0001209522001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Parisi Gray Wealth Management LLC's plan includes a defined-benefit pension formula, a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARISI GRAY 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 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