How big is Pandora Wealth, Inc.'s plan?

Pandora Wealth, Inc.'s plan reported $4K in assets and 5 participants for 2024.

Original filing (PDF)20250805122110NAL0005747266001

Pandora Wealth, Inc.

Name: Pandora Wealth, Inc. — Pandora Wealth, Inc. 401(k), Form 5500 (2024)
Creator: Pandora Wealth, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pandora Wealth, Inc. 401(k) Plan

401(k) retirement plan · Pandora Wealth, Inc.'s Pandora Wealth, Inc. 401(k) Plan held $4K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Stephen Greco signed Pandora Wealth, Inc.'s 2024 Form 5500 as plan administrator.

Stephen Greco — 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

Pandora Wealth, Inc.'s EIN is 99-3128427.

EIN 99-3128427

Plan number 001

Plan year 2024

ACK ID 20250805122110NAL0005747266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Pandora Wealth, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Vendor & structure

100

Knocking points off