How big is Passport Wealth Management LLC's plan?

Passport Wealth Management LLC's plan reported $62K in assets and 2 participants for 2024.

Original filing (PDF)20250728152250NAL0005179106001

Passport Wealth Management LLC

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

Form 5500-SF

FILING_RECEIVED

Passport Wealth Management 401(k) Plan

401(k) retirement plan · Passport Wealth Management LLC's Passport Wealth Management 401(k) Plan held $62K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$62K

Net assets (EOY)

$62K

People on this filing

TARA Evans, for TAG Resources signed Passport Wealth Management LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Passport Wealth Management LLC's EIN is 83-0598155.

EIN 83-0598155

Plan number 001

Plan year 2024

ACK ID 20250728152250NAL0005179106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PASSPORT 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 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.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PASSPORT WEALTH MANAGEMENT LLC

EIN

all filings

Address

17505 W CATAWBA AVE #200 · CORNELIUS, NC · 28031

Phone

(704) 727-2465

Industry

Finance & Insurance

Plan administrator