How big is PWM, LLC.'s plan?

PWM, LLC.'s plan reported $1.8M in assets and 13 participants for 2025.

Original filing (PDF)20260423101422NAL0007251520001

PWM, LLC.

Name: PWM, LLC. — Point Wealth Management 401(k) Plan, Form 5500 (2025)
Creator: PWM, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Point Wealth Management 401(k) Plan

401(k) retirement plan · PWM, LLC.'s Point Wealth Management 401(k) Plan held $1.8M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.8M

Net assets (EOY)

$1.8M

People on this filing

Lauren McNeill signed PWM, LLC.'s 2025 Form 5500 as plan administrator.

Lauren McNeill — 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

PWM, LLC.'s EIN is 85-1395692.

EIN 85-1395692

Plan number 001

Plan year 2025

ACK ID 20260423101422NAL0007251520001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PWM, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PWM, LLC.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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.

Plan sponsor

Name

PWM, LLC.

EIN

all filings

Address

400 BROADHOLLOW ROAD · SUITE 200 · MELVILLE, NY · 11747

Phone

(631) 592-2017

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-23

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

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