Original filing (PDF)20250506145347NAL0006906355001

NEPWM LLC DBA NORTHEAST PRIVATE WEALTH MANAGEMENT

Name: NEPWM LLC DBA NORTHEAST PRIVATE WEALTH MANAGEMENT — NEPWM LLC 401(K) PLAN, Form 5500 (2024)
Creator: NEPWM LLC DBA NORTHEAST PRIVATE WEALTH MANAGEMENT

Form 5500-SF

FILING_RECEIVED

NEPWM LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$347K

Net assets (EOY)

$347K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NEPWM LLC DBA NORTHEAST PRIVATE WEALTH MANAGEMENT.

Plan sponsor

Name

NEPWM LLC DBA NORTHEAST PRIVATE WEALTH MANAGEMENT

EIN

84-4442837

Address

135 CROSSWAYS PARK DRIVE · SUITE 404 · WOODBURY, NY · 11793

Phone

(516) 405-3484

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

2025-05-06

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

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

Related plans

Similar-size Finance & Insurance plans

CHASTAIN WEALTH MANAGEMENT

CHASTAIN WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN & TRUST

$347K · 2 participants

TANDEM FINANCIAL, LLC

TANDEM FINANCIAL 401(K) PLAN

$347K · 7 participants

SUMMIT FINANCIAL GROUP INC

SUMMIT FINANCIAL GROUP INC 401K

$347K · 12 participants

TRUE VISION MN LLC

TRUE VISION MN LLC 401(K) PROFIT SHARING PLAN & TRUST

$347K · 4 participants

WOOLLEY CAPITAL PARTNERS, LLC

WOOLLEY CAPITAL PARTNERS, LLC RETIREMENT SAVINGS PLAN