How big is Pursuit Wealth Group's plan?

Pursuit Wealth Group's plan reported $742K in assets and 14 participants for 2024.

Original filing (PDF)20250610130602NAL0011625363001

Pursuit Wealth Group

Name: Pursuit Wealth Group — Pursuit Wealth Group 401(k), Form 5500 (2024)
Creator: Pursuit Wealth Group
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pursuit Wealth Group 401(k) Plan and Trust

401(k) retirement plan · Pursuit Wealth Group's Pursuit Wealth Group 401(k) Plan and Trust held $742K in plan assets for 14 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

People on this filing

Shirley Horner signed Pursuit Wealth Group's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Pursuit Wealth Group's EIN is 88-0794116.

EIN 88-0794116

Plan number 001

Plan year 2024

ACK ID 20250610130602NAL0011625363001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Pursuit Wealth Group from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Pursuit Wealth Group'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 PURSUIT WEALTH GROUP.

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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