How big is Perez Private Wealth Group LLC's plan?

Perez Private Wealth Group LLC's plan reported $179K in assets and 1 participants for 2025.

Original filing (PDF)20260413144212NAL0020528883001

Perez Private Wealth Group LLC

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

Form 5500-SF

FILING_RECEIVED

Perez Private Wealth Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Perez Private Wealth Group LLC's Perez Private Wealth Group LLC 401(k) Profit Sharing Plan & Trust held $179K in plan assets for 1 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$179K

Net assets (EOY)

$179K

People on this filing

RENE Perez signed Perez Private Wealth Group LLC's 2025 Form 5500 as plan administrator.

RENE Perez — 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

Perez Private Wealth Group LLC's EIN is 87-1219219.

EIN 87-1219219

Plan number 001

Plan year 2025

ACK ID 20260413144212NAL0020528883001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perez Private Wealth Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perez Private Wealth Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score