· 2022–2024 · DOL EFAST2

PEREZ PRIVATE WEALTH GROUP LLC — PEREZ PRIVATE WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250528150011NAL0006694897001

PEREZ PRIVATE WEALTH GROUP LLC

Form 5500-SF

FILING_RECEIVED

PEREZ PRIVATE WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

1

Accounts w/ balance

1

Plan assets (EOY)

$115K

Net assets (EOY)

$115K

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

85

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (90th percentile).

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.

Plan sponsor

Name

PEREZ PRIVATE WEALTH GROUP LLC

EIN

87-1219219all filings

Address

40 NE LOOP 410 STE 608 · SAN ANTONIO, TX · 782165869

Phone

(210) 460-2025

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-28

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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