How big is MA Private Wealth LLC's plan?

MA Private Wealth LLC's plan reported $1.8M in assets and 9 participants for 2024.

Original filing (PDF)20250729184120NAL0008449298001

MA Private Wealth LLC

Name: MA Private Wealth LLC — MA Private Wealth LLC 401(k), Form 5500 (2024)
Creator: MA Private Wealth LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

MA Private Wealth LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · MA Private Wealth LLC's MA Private Wealth LLC 401(k) Profit Sharing Plan & Trust held $1.8M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Erica Arroyo signed MA Private Wealth LLC's 2024 Form 5500 as plan administrator.

Erica Arroyo — 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

MA Private Wealth LLC's EIN is 82-4185676.

EIN 82-4185676

Plan number 002

Plan year 2024

ACK ID 20250729184120NAL0008449298001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

MA Private Wealth LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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