How big is PWMG Holdings, LLC's plan?

PWMG Holdings, LLC's plan reported $628K in assets and 6 participants for 2025.

Original filing (PDF)20260515090616NAL0009154401001

PWMG Holdings, LLC

Name: PWMG Holdings, LLC — PWMG 401(k) Plan & Trust, Form 5500 (2025)
Creator: PWMG Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PWMG 401(k) Plan & Trust

401(k) retirement plan · PWMG Holdings, LLC's PWMG 401(k) Plan & Trust held $628K in plan assets for 6 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$628K

Net assets (EOY)

$628K

People on this filing

Patrick Williams signed PWMG Holdings, LLC's 2025 Form 5500 as plan administrator.

Patrick Williams — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

PWMG Holdings, LLC's EIN is 93-2651307.

EIN 93-2651307

Plan number 001

Plan year 2025

ACK ID 20260515090616NAL0009154401001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for PWMG Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

PWMG Holdings, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

PWMG HOLDINGS, LLC

EIN

all filings

Address

600 MONTGOMERY STREET, SUITE 1600 · SAN FRANCISCO, CA · 94111

Phone

(415) 733-6546

Industry

Insurance Agencies & Brokerages· Finance & Insurance

Plan administrator