How big is Prestige Wealth Partners LLC's plan?

Prestige Wealth Partners LLC's plan reported $19K in assets and 3 participants for 2024.

Original filing (PDF)20251009161211NAL0016601378001

Prestige Wealth Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Prestige Wealth Partners LLC 401(k) Plan

401(k) retirement plan · Prestige Wealth Partners LLC's Prestige Wealth Partners LLC 401(k) Plan held $19K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$19K

Net assets (EOY)

$19K

People on this filing

Richard Tatum signed Prestige Wealth Partners 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

Prestige Wealth Partners LLC's EIN is 82-1967325.

EIN 82-1967325

Plan number 001

Plan year 2024

ACK ID 20251009161211NAL0016601378001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Prestige Wealth Partners 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 PRESTIGE 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score