How big is Parkview Wealth Advisors' plan?

Parkview Wealth Advisors' plan reported $274K in assets and 4 participants for 2024.

Original filing (PDF)20250721125916NAL0000601411001

Parkview Wealth Advisors

Name: Parkview Wealth Advisors — PWA 401(k) Plan, Form 5500 (2024)
Creator: Parkview Wealth Advisors
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PWA 401(k) Plan

401(k) retirement plan · Parkview Wealth Advisors' PWA 401(k) Plan held $274K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$274K

Net assets (EOY)

$274K

Plan identifiers

Parkview Wealth Advisors' EIN is 92-1010661.

EIN 92-1010661

Plan number 001

Plan year 2024

ACK ID 20250721125916NAL0000601411001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Parkview Wealth Advisors' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, 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 PARKVIEW WEALTH ADVISORS.

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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

Knocking points off