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Original filing (PDF)20250922085122NAL0005790848001
NAUTIC PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
NAUTIC PARTNERS, LLC 401(K) RETIREMENT PLAN
401(k) retirement plan
Active participants
68
Accounts w/ balance
90
Plan assets (EOY)
$41.3M
Net assets (EOY)
$41.3M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NAUTIC PARTNERS, LLC.
Plan sponsor
Name
NAUTIC PARTNERS, LLC
EIN
05-0511338
Address
50 KENNEDY PLAZA, 17TH FLOOR · PROVIDENCE, RI · 02903
Phone
(401) 278-6393
Industry
Finance & Insurancesee all
Plan administrator
Name
THE ANGELL PENSION GROUP, INC.
EIN
04-2530412
City
EAST PROVIDENCE, RI
Phone
(401) 438-9250
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-09-22
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
Service providers (Schedule C)
Small plans don't disclose service providersRelated plans
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