How big is Poiry Partners, LLC's plan?

Poiry Partners, LLC's plan reported $2.0M in assets and 39 participants for 2024.

Original filing (PDF)20250523142204NAL0003511697001

Poiry Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Poiry Partners, LLC 401(k) Plan

401(k) retirement plan · Poiry Partners, LLC's Poiry Partners, LLC 401(k) Plan held $2.0M in plan assets for 39 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Robert Congdon signed Poiry Partners, LLC's 2024 Form 5500 as plan administrator.

Robert Congdon — 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

Poiry Partners, LLC's EIN is 20-2613964.

EIN 20-2613964

Plan number 004

Plan year 2024

ACK ID 20250523142204NAL0003511697001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Poiry Partners, LLC'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 POIRY PARTNERS, LLC.

Finding similar companies…

Plan health score

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off