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  2. Perez Private Wealth Group LLC

Filings through Oct 24, 2026.

Sponsor portfolio

Perez Private Wealth Group LLC

EIN 87-1219219-Professional, Scientific, and Technical Services-Latest filing 2025
Plans
1
Retirement
1
$179K assets
Welfare
0
Participants
1
40 NE LOOP 410 STE 608 - SAN ANTONIO, TX 782165869210-460-2025
Plans on this EIN
1 filing
#001401(k)-$179K - 1 part

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Retirement#001

PEREZ PRIVATE WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k)

Assets$179K
Participants1
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEREZ PRIVATE WEALTH GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST401(k)$179K12025
Retirement plans
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