How big is Petrichor Wealth Management, LLC's plan?

Petrichor Wealth Management, LLC's plan reported $104K in assets and 3 participants for 2024.

Original filing (PDF)20250509135925NAL0013359441001

Petrichor Wealth Management, LLC

Name: Petrichor Wealth Management, LLC — Petrichor Wealth, Form 5500 (2024)
Creator: Petrichor Wealth Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Petrichor Wealth Management 401(k) PSP

401(k) retirement plan · Petrichor Wealth Management, LLC's Petrichor Wealth Management 401(k) PSP held $104K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$104K

Net assets (EOY)

$104K

People on this filing

Jason M Statuta signed Petrichor Wealth Management, LLC's 2024 Form 5500 as plan administrator.

Jason M Statuta — 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

Petrichor Wealth Management, LLC's EIN is 86-2109633.

EIN 86-2109633

Plan number 001

Plan year 2024

ACK ID 20250509135925NAL0013359441001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PETRICHOR WEALTH MANAGEMENT, 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