Original filing (PDF)20251009161211NAL0016601378001

PRESTIGE WEALTH PARTNERS LLC

Name: PRESTIGE WEALTH PARTNERS LLC — PRESTIGE WEALTH PARTNERS LLC 401(K) PLAN, Form 5500 (2024)
Creator: PRESTIGE WEALTH PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

PRESTIGE WEALTH PARTNERS LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRESTIGE WEALTH PARTNERS LLC.

Plan sponsor

Name

PRESTIGE WEALTH PARTNERS LLC

EIN

82-1967325all filings

Address

3301 N. UNIVERSITY DR SUITE 100-102 · CORAL SPRINGS, FL · 33065

Phone

(954) 228-8106

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2H · Partial participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

EICHNER GROUP INC

EICHNER GROUP 401(K) PLAN

$19K · 12 participants

FIDELITY EQUITY PARTNERS, LLC

FIDELITY EQUITY PARTNERS, LLC 401(K) PLAN

$19K · 5 participants

LINX PARTNERS, LLC

LINX PARTNERS, LLC GCF BENEFIT PLAN

$19K · 5 participants

E-COM ADVISORS

E-COM ADVISORS 401(K) PLAN

$19K · 1 participants

TRUWEALTH FINANCIAL

TRUWEALTH FINANCIAL 401(K)

$19K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.