Assets by plan
Share of aggregate retirement assets
Filings through .
Sponsor portfolio
Parker Private Wealth Management Group, LLC
EIN 99-4267289Finance and InsuranceLatest filing 2025
Plans
2
Retirement
2
$381K assets
Welfare
0
Participants
18
705 10TH STREET S - APT. 203 - NAPLES, FL 34102610-200-0650
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $381K assets / 18 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
PARKER PRIVATE WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN
Cash balance
Assets$311K
Participants8
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#001
PARKER PRIVATE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN
401(k)
Assets$70K
Participants10
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | PARKER PRIVATE WEALTH MANAGEMENT GROUP, LLC CASH BALANCE PENSION PLAN | Cash balance | $311K | 8 | 2025 | |
| 001 | PARKER PRIVATE WEALTH MANAGEMENT GROUP, LLC 401(K) PROFIT SHARING PLAN | 401(k) | $70K | 10 | 2025 |
Retirement plans