How big is Partners Capital Group's plan?

Partners Capital Group's plan reported $544K in assets and 24 participants for 2024.

Original filing (PDF)20250711135748NAL0017303394001

Partners Capital Group

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

Form 5500-SF

FILING_RECEIVED

Partners Capital Group 401(k) Plan

401(k) retirement plan · Partners Capital Group's Partners Capital Group 401(k) Plan held $544K in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$544K

Net assets (EOY)

$544K

People on this filing

Marcus Davin signed Partners Capital Group's 2024 Form 5500 as plan administrator.

Marcus Davin — 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

Partners Capital Group's EIN is 20-3449063.

EIN 20-3449063

Plan number 001

Plan year 2024

ACK ID 20250711135748NAL0017303394001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Finding similar companies…

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