How big is Parcion Private Wealth LLC's plan?

Parcion Private Wealth LLC's plan reported $1.6M in assets and 25 participants for 2024.

Original filing (PDF)20251001112527NAL0017732371001

Parcion Private Wealth LLC

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

Form 5500-SF

FILING_RECEIVED

Parcion Private Wealth LLC 401(k) Retirement Plan

401(k) retirement plan · Parcion Private Wealth LLC's Parcion Private Wealth LLC 401(k) Retirement Plan held $1.6M in plan assets for 25 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.6M

Net assets (EOY)

$1.6M

People on this filing

Lauren Small signed Parcion Private Wealth LLC's 2024 Form 5500 as plan administrator.

Lauren Small — 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

Parcion Private Wealth LLC's EIN is 84-3490759.

EIN 84-3490759

Plan number 001

Plan year 2024

ACK ID 20251001112527NAL0017732371001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Parcion Private Wealth LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARCION PRIVATE WEALTH 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 (95th percentile).

Plan sponsor

Name

PARCION PRIVATE WEALTH LLC

EIN

all filings

Address

10700 NORTHUP WAY, SUITE 110 · BELLEVUE, WA · 98004

Phone

(425) 278-4861

Industry

Finance & Insurance

Plan administrator