How big is The Priebe Wealth Holdings, LLC's plan?

The Priebe Wealth Holdings, LLC's plan reported $294K in assets and 5 participants for 2024.

Original filing (PDF)20250620131954NAL0005798704005

The Priebe Wealth Holdings, LLC

Name: The Priebe Wealth Holdings, LLC — Magnetic North, Form 5500 (2024)
Creator: The Priebe Wealth Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Magnetic North Retirement Savings Plan

401(k) retirement plan · The Priebe Wealth Holdings, LLC's Magnetic North Retirement Savings Plan held $294K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$294K

Net assets (EOY)

$294K

People on this filing

Jason Priebe signed The Priebe Wealth Holdings, LLC's 2024 Form 5500 as plan administrator.

Jason Priebe — 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

The Priebe Wealth Holdings, LLC's EIN is 85-3649547.

EIN 85-3649547

Plan number 001

Plan year 2024

ACK ID 20250620131954NAL0005798704005

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Priebe Wealth Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The Priebe Wealth Holdings, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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