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

Outcome Private Wealth, LLC's plan reported $1.0M in assets and 15 participants for 2024.

Original filing (PDF)20251013125131NAL0001258817001

Outcome Private Wealth, LLC

Name: Outcome Private Wealth, LLC — Outcome Private, Form 5500 (2024)
Creator: Outcome Private Wealth, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Outcome Private Wealth, LLC 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Outcome Private Wealth, LLC's Outcome Private Wealth, LLC 401(k) Profit Sharing Plan and Trust held $1.0M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.0M

Net assets (EOY)

$1.0M

People on this filing

Jason Howard signed Outcome Private Wealth, LLC's 2024 Form 5500 as plan administrator.

Jason Howard — 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

Outcome Private Wealth, LLC's EIN is 87-4202620.

EIN 87-4202620

Plan number 001

Plan year 2024

ACK ID 20251013125131NAL0001258817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Outcome Private Wealth, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Outcome 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 OUTCOME 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