How big is Actium Partners, LLC's plan?

Actium Partners, LLC's plan reported $990K in assets and 6 participants for 2024.

Original filing (PDF)20251014152909NAL0006582818001

Actium Partners, LLC

Name: Actium Partners, LLC — Actium Partners 401(k) Plan, Form 5500 (2024)
Creator: Actium Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Actium Partners 401(k) Plan

401(k) retirement plan · Actium Partners, LLC's Actium Partners 401(k) Plan held $990K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$990K

Net assets (EOY)

$990K

People on this filing

Alisha A. Terry signed Actium Partners, LLC's 2024 Form 5500 as plan administrator.

Alisha A. Terry — 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

Actium Partners, LLC's EIN is 20-0317779.

EIN 20-0317779

Plan number 001

Plan year 2024

ACK ID 20251014152909NAL0006582818001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Actium Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Actium Partners, LLC's plan includes a 401(k) feature, profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (89th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ACTIUM PARTNERS, LLC

EIN

all filings

Address

111 EAST BROADWAY · SUITE 390 · SALT LAKE CITY, UT · 84111

Phone

(801) 983-6700

Industry

Real Estate

Plan administrator