How big is Parkwoods Wealth Partners LLC's plan?

Parkwoods Wealth Partners LLC's plan reported $40K in assets and 6 participants for 2024.

Original filing (PDF)20250519102519NAL0000586801001

Parkwoods Wealth Partners LLC

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

Form 5500-SF

FILING_RECEIVED

Parkwood Wealth Partners LLC 401(k) Plan

401(k) retirement plan · Parkwoods Wealth Partners LLC's Parkwood Wealth Partners LLC 401(k) Plan held $40K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

People on this filing

Brian Caffrey signed Parkwoods Wealth Partners LLC's 2024 Form 5500 as plan administrator.

Brian Caffrey — 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

Parkwoods Wealth Partners LLC's EIN is 93-3948241.

EIN 93-3948241

Plan number 001

Plan year 2024

ACK ID 20250519102519NAL0000586801001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Parkwoods Wealth Partners LLC's plan includes automatic enrollment, 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 PARKWOODS WEALTH PARTNERS 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