How big is Salient Wealth Planning Group, Inc.'s plan?

Salient Wealth Planning Group, Inc.'s plan reported $912K in assets and 3 participants for 2024.

Original filing (PDF)20250929125341NAL0011308593001

Salient Wealth Planning Group, Inc.

Name: Salient Wealth Planning Group, Inc. — Salient Wealth, Form 5500 (2024)
Creator: Salient Wealth Planning Group, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Salient Wealth Planning Group Cash Balance Plan

Defined-benefit pension plan · Salient Wealth Planning Group, Inc.'s Salient Wealth Planning Group Cash Balance Plan held $912K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$912K

Net assets (EOY)

$912K

People on this filing

Robert Miera signed Salient Wealth Planning Group, Inc.'s 2024 Form 5500 as plan administrator.

Robert Miera — 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

Salient Wealth Planning Group, Inc.'s EIN is 86-2448236.

EIN 86-2448236

Plan number 002

Plan year 2024

ACK ID 20250929125341NAL0011308593001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Salient Wealth Planning Group, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Salient Wealth Planning Group, Inc.'s plan includes a cash-balance formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SALIENT WEALTH PLANNING GROUP, INC..

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score