Original filing (PDF)20260512133907NAL0006837137001

Nepwm LLC DBA Northeast Private Wealth Management

Name: Nepwm LLC DBA Northeast Private Wealth Management — Form 5500 Plan 001 (2025)
Creator: Nepwm LLC DBA Northeast Private Wealth Management
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Nepwm LLC 401(k) Plan

401(k) retirement plan · Nepwm LLC DBA Northeast Private Wealth Management's Nepwm LLC 401(k) Plan held $575K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$575K

Net assets (EOY)

$575K

People on this filing

Patrick Vanroten signed Nepwm LLC DBA Northeast Private Wealth Management's 2025 Form 5500 as plan administrator.

Patrick Vanroten — 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

Nepwm LLC DBA Northeast Private Wealth Management's EIN is 84-4442837.

EIN 84-4442837

Plan number 001

Plan year 2025

ACK ID 20260512133907NAL0006837137001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Nepwm LLC DBA Northeast Private Wealth Management from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Nepwm LLC DBA Northeast Private Wealth Management's plan includes profit-sharing, 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 NEPWM LLC DBA NORTHEAST PRIVATE WEALTH MANAGEMENT.

Finding similar companies…

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