How big is Select Wealth Partners, LLC's plan?

Select Wealth Partners, LLC's plan reported $267K in assets and 8 participants for 2024.

Original filing (PDF)20250409092811NAL0038926066001

Select Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Select Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Select Wealth Partners, LLC's Select Wealth Partners, LLC 401(k) Plan held $267K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$267K

Net assets (EOY)

$267K

People on this filing

Robert Howerter signed Select Wealth Partners, LLC's 2024 Form 5500 as plan administrator.

Robert Howerter — 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

Select Wealth Partners, LLC's EIN is 88-4385447.

EIN 88-4385447

Plan number 001

Plan year 2024

ACK ID 20250409092811NAL0038926066001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Select Wealth Partners, 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 SELECT WEALTH PARTNERS, 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