How big is Perspective Wealth Advisors LLC's plan?

Perspective Wealth Advisors LLC's plan reported $111K in assets and 7 participants for 2025.

Original filing (PDF)20260409105606NAL0007057459001

Perspective Wealth Advisors LLC

Name: Perspective Wealth Advisors LLC — PWA 401(k) Plan, Form 5500 (2025)
Creator: Perspective Wealth Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

PWA 401(k) Plan

401(k) retirement plan · Perspective Wealth Advisors LLC's PWA 401(k) Plan held $111K in plan assets for 7 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$111K

Net assets (EOY)

$111K

People on this filing

Steven Weigandt signed Perspective Wealth Advisors LLC's 2025 Form 5500 as plan administrator.

Steven Weigandt — 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

Perspective Wealth Advisors LLC's EIN is 99-4388500.

EIN 99-4388500

Plan number 001

Plan year 2025

ACK ID 20260409105606NAL0007057459001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Perspective Wealth Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Perspective Wealth Advisors LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Knocking points off