How big is Peritus Wealth Management, LLC's plan?

Peritus Wealth Management, LLC's plan reported $246K in assets and 9 participants for 2024.

Original filing (PDF)20250331122353NAL0003422611001

Peritus Wealth Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Peritus Wealth Management, LLC 401(k) Plan

401(k) retirement plan · Peritus Wealth Management, LLC's Peritus Wealth Management, LLC 401(k) Plan held $246K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$246K

Net assets (EOY)

$246K

Plan identifiers

Peritus Wealth Management, LLC's EIN is 92-0408523.

EIN 92-0408523

Plan number 001

Plan year 2024

ACK ID 20250331122353NAL0003422611001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Peritus Wealth Management, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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