· 2022–2024 · DOL EFAST2

PROVIDENCE WEALTH SYSTEMS INC — PROVIDENCE WEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250407223452NAL0010606067001

PROVIDENCE WEALTH SYSTEMS INC

Form 5500-SF

FILING_RECEIVED

PROVIDENCE WEALTH SYSTEMS INC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

5

Accounts w/ balance

3

Plan assets (EOY)

$43K

Net assets (EOY)

$43K

Plan health score

Above-average plan

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

44

Vendor & structure

100

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PROVIDENCE WEALTH SYSTEMS INC.

Plan sponsor

Name

PROVIDENCE WEALTH SYSTEMS INC

EIN

92-1078530all filings

Address

1512 WEDMORE CT SE · SMYRNA, GA · 300803961

Phone

(678) 485-7337

Industry

Software Publishers· Information / Tech / Mediasee all

Plan administrator

Name

ERISA FIDUCIARY SERVICES, INC.

EIN

47-1637791

City

HAUPPAUGE, NY

Phone

(631) 249-0500

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-07

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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