How big is 1818 Private Client Group, LLC's plan?

1818 Private Client Group, LLC's plan reported $98K in assets and 9 participants for 2024.

Original filing (PDF)20251010085933NAL0012689424001

1818 Private Client Group, LLC

Name: 1818 Private Client Group, LLC — 1818 Private Client, Form 5500 (2024)
Creator: 1818 Private Client Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1818 Private Client Group 401(k) Plan

401(k) retirement plan · 1818 Private Client Group, LLC's 1818 Private Client Group 401(k) Plan held $98K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$98K

Net assets (EOY)

$98K

Plan identifiers

1818 Private Client Group, LLC's EIN is 83-4347188.

EIN 83-4347188

Plan number 001

Plan year 2024

ACK ID 20251010085933NAL0012689424001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 1818 Private Client Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

1818 Private Client Group, 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 1818 PRIVATE CLIENT GROUP, 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