How big is SLK Private Wealth Management's plan?

SLK Private Wealth Management's plan reported $976K in assets and 17 participants for 2024.

Original filing (PDF)20250618105731NAL0003749200001

SLK Private Wealth Management

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

Form 5500-SF

FILING_RECEIVED

SLK Private Wealth Management 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · SLK Private Wealth Management's SLK Private Wealth Management 401(k) Profit Sharing Plan & Trust held $976K in plan assets for 17 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$976K

Net assets (EOY)

$976K

Plan identifiers

SLK Private Wealth Management's EIN is 92-0292575.

EIN 92-0292575

Plan number 001

Plan year 2024

ACK ID 20250618105731NAL0003749200001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

SLK Private Wealth Management'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 SLK PRIVATE WEALTH MANAGEMENT.

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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