How big is Platinum Wealth Management of Buckhead, LLC's plan?

Platinum Wealth Management of Buckhead, LLC's plan reported $362K in assets and 4 participants for 2025.

Original filing (PDF)20260504113207NAL0004854832001

Platinum Wealth Management of Buckhead, LLC

Name: Platinum Wealth Management of Buckhead, LLC — Form 5500 Plan 001 (2025)
Creator: Platinum Wealth Management of Buckhead, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Platinum Wealth Management of Buckhead 401(k) Plan

401(k) retirement plan · Platinum Wealth Management of Buckhead, LLC's Platinum Wealth Management of Buckhead 401(k) Plan held $362K in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$362K

Net assets (EOY)

$362K

People on this filing

GENA A. Barbato signed Platinum Wealth Management of Buckhead, LLC's 2025 Form 5500 as plan administrator.

GENA A. Barbato — 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

Platinum Wealth Management of Buckhead, LLC's EIN is 86-2967333.

EIN 86-2967333

Plan number 001

Plan year 2025

ACK ID 20260504113207NAL0004854832001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Platinum Wealth Management of Buckhead, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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