How big is Top Private Wealth, LLC's plan?

Top Private Wealth, LLC's plan reported $114K in assets and 3 participants for 2025.

Original filing (PDF)20260324103603NAL0005166130001

Top Private Wealth, LLC

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

Form 5500-SF

FILING_RECEIVED

Top Private Wealth, LLC 401(k) Plan

401(k) retirement plan · Top Private Wealth, LLC's Top Private Wealth, LLC 401(k) Plan held $114K in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$114K

Net assets (EOY)

$114K

People on this filing

Victor Garcia for Daybright signed Top Private Wealth, LLC's 2025 Form 5500 as plan administrator.

Victor Garcia for Daybright — 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

Top Private Wealth, LLC's EIN is 87-4022530.

EIN 87-4022530

Plan number 001

Plan year 2025

ACK ID 20260324103603NAL0005166130001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Top Private Wealth, 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 TOP PRIVATE WEALTH, 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