How big is Pizzabagel LLC (d/b/a PELL Wealth Partners)'s plan?

Pizzabagel LLC (d/b/a PELL Wealth Partners)'s plan reported $2.3M in assets and 19 participants for 2024.

Original filing (PDF)20250521122931NAL0001822275001

Pizzabagel LLC (d/b/a PELL Wealth Partners)

Name: Pizzabagel LLC (d/b/a PELL Wealth Partners) — Form 5500 Plan 001 (2024)
Creator: Pizzabagel LLC (d/b/a PELL Wealth Partners)
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PELL Wealth Partners Retirement Savings Plan

401(k) retirement plan · Pizzabagel LLC (d/b/a PELL Wealth Partners)'s PELL Wealth Partners Retirement Savings Plan held $2.3M in plan assets for 19 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan identifiers

Pizzabagel LLC (d/b/a PELL Wealth Partners)'s EIN is 87-4129450.

EIN 87-4129450

Plan number 001

Plan year 2024

ACK ID 20250521122931NAL0001822275001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pizzabagel LLC (d/b/a PELL Wealth Partners) from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pizzabagel LLC (d/b/a PELL Wealth Partners)'s plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PIZZABAGEL LLC (D/B/A PELL WEALTH PARTNERS).

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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