Original filing (PDF)20251029151808NAL0001932802001

PICKWICK CAPITAL PTRS LLC

Name: PICKWICK CAPITAL PTRS LLC — PICKWICK CAPITAL PTRS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2023)
Creator: PICKWICK CAPITAL PTRS LLC

Form 5500-SF

FILING_RECEIVED

PICKWICK CAPITAL PTRS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 14.8 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

/ 100

Grade B

Above-average plan

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 50% of scoring inputs for this filing.

Compliance & integrity

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PICKWICK CAPITAL PTRS LLC.

Plan sponsor

Name

PICKWICK CAPITAL PTRS LLC