How big is Context Capital Partners LP's plan?

Context Capital Partners LP's plan reported $2.7M in assets and 3 participants for 2024.

Original filing (PDF)20250721112602NAL0001794064001

Context Capital Partners LP

Name: Context Capital Partners LP — Context Retirement, Form 5500 (2024)
Creator: Context Capital Partners LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Context Retirement Plan

401(k) retirement plan · Context Capital Partners LP's Context Retirement Plan held $2.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Terri Yunghans for TRPC signed Context Capital Partners LP's 2024 Form 5500 as plan administrator.

Terri Yunghans for TRPC — 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

Context Capital Partners LP's EIN is 20-2541127.

EIN 20-2541127

Plan number 001

Plan year 2024

ACK ID 20250721112602NAL0001794064001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Context Capital Partners LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Context Capital Partners LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (100th percentile).

Plan sponsor

Name

CONTEXT CAPITAL PARTNERS LP

EIN

all filings

Address

ONE BELMONT AVENUE · SUITE 600 · BALA CYNWYD, PA · 19004

Phone

(610) 538-6104

Industry

Finance & Insurance

Plan administrator