How big is Precision Wealth Partners, LLC's plan?

Precision Wealth Partners, LLC's plan reported $13K in assets and 9 participants for 2025.

Original filing (PDF)20260514090455NAL0016371826001

Precision Wealth Partners, LLC

Name: Precision Wealth Partners, LLC — Precision Wealth, Form 5500 (2025)
Creator: Precision Wealth Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Precision Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Precision Wealth Partners, LLC's Precision Wealth Partners, LLC 401(k) Plan held $13K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$13K

Net assets (EOY)

$13K

Plan identifiers

Precision Wealth Partners, LLC's EIN is 85-2926546.

EIN 85-2926546

Plan number 001

Plan year 2025

ACK ID 20260514090455NAL0016371826001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Precision Wealth Partners, LLC's plan includes profit-sharing, a 401(k) feature, automatic enrollment.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRECISION WEALTH PARTNERS, LLC.

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Plan health score

Above-average plan

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

Knocking points off