Original filing (PDF)20230908140809NAL0016096545001

PRINCE CAPITAL, LLC

Name: PRINCE CAPITAL, LLC — PRINCE CAPITAL RETIREMENT PLAN, Form 5500 (2022)
Creator: PRINCE CAPITAL, LLC

Form 5500-SF

FILING_RECEIVED

PRINCE CAPITAL RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

PRINCE CAPITAL, LLC

EIN

20-4078071

Address

11 WOODS END · OCEAN, NJ · 07712

Phone

(917) 686-7153

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-09-08

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

CEPONIS FINANCIAL GROUP, LLC

CFG 401(K) RETIREMENT PLAN

DLC PARTNERS LLC

DLC PARTNERS LLC 401(K) PLAN

OFFLINE VENTURES, LLC

OFFLINE VENTURES 401(K) PLAN

BRICK HOUSE WEALTH STRATEGIES

BRICK HOUSE WEALTH STRATEGIES CASH BALANCE PLAN

STONEGATE CAPITAL LLC

STONEGATE CAPITAL 401K