Original filing (PDF)20250606144307NAL0021381568001

PRESERVATION WEALTH MANAGEMENT OF LOUISIANA, LLC

Name: PRESERVATION WEALTH MANAGEMENT OF LOUISIANA, LLC — PRESERVATION WEALTH MANAGEMENT 401(K) PLAN, Form 5500 (2024)
Creator: PRESERVATION WEALTH MANAGEMENT OF LOUISIANA, LLC

Form 5500-SF

FILING_RECEIVED

PRESERVATION WEALTH MANAGEMENT 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRESERVATION WEALTH MANAGEMENT OF LOUISIANA, LLC.

Plan sponsor

Name

PRESERVATION WEALTH MANAGEMENT OF LOUISIANA, LLC

EIN