· 2022–2024 · DOL EFAST2

PERSONALIZED WEALTH MANAGEMENT L — PERSONALIZED WEALTH MANAGEMENT LLC-401(K), Form 5500 (2024)

Original filing (PDF)20251211111101NAL0007274018001

PERSONALIZED WEALTH MANAGEMENT L

Form 5500-SF

FILING_RECEIVED

PERSONALIZED WEALTH MANAGEMENT LLC-401(K)

401(k) retirement plan

Signals · 2

Late filing · 0.8 moHigh average account balance

Active participants

2

Accounts w/ balance

1

Plan assets (EOY)

$217K

Net assets (EOY)

$217K

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

97

Total plan cost

n/a

Plan health

68

Vendor & structure

100

Knocking points off

Filed 0.8 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PERSONALIZED WEALTH MANAGEMENT L

EIN

83-0611852all filings

Address

868 CHURCH ST SUITE 3 · BOHEMIA, NY · 11716

Phone

(631) 379-7293

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

2025-12-11

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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