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

Perspective Wealth Partners, LLC's plan reported $6.4M in assets and 9 participants for 2024.

Original filing (PDF)20250520075710NAL0001064193001

Perspective Wealth Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Perspective Wealth Partners, LLC 401(k) Plan

401(k) retirement plan · Perspective Wealth Partners, LLC's Perspective Wealth Partners, LLC 401(k) Plan held $6.4M in plan assets for 9 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.4M

Net assets (EOY)

$6.4M

Plan identifiers

Perspective Wealth Partners, LLC's EIN is 90-0260745.

EIN 90-0260745

Plan number 001

Plan year 2024

ACK ID 20250520075710NAL0001064193001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Perspective Wealth Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PERSPECTIVE 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