How big is Platt Wealth Management, LLC's plan?

Platt Wealth Management, LLC's plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20250729150023NAL0001419923001

Platt Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Platt Wealth Management 401(k) Plan

401(k) retirement plan · Platt Wealth Management, LLC's Platt Wealth Management 401(k) Plan held $1.4M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Jeffrey Platt signed Platt Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Platt — 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

Platt Wealth Management, LLC's EIN is 84-2248799.

EIN 84-2248799

Plan number 001

Plan year 2024

ACK ID 20250729150023NAL0001419923001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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