Original filing (PDF)20250606122200NAL0021234880001

CONTENT PARTNERS LLC

Name: CONTENT PARTNERS LLC — Form 5500 (2024)
Creator: CONTENT PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for CONTENT PARTNERS LLC.

Plan sponsor

Name

CONTENT PARTNERS LLC

EIN

20-4102426

Address

10877 WILSHIRE BLVD · STE 1404 · LOS ANGELES, CA · 90024

Phone

(310) 208-7300

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-06

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

ROCKINGSTONE ADVISORS LLC

ROCKINGSTONE ADVISORS LLC 401(K) PLAN

$3.1M · 3 participants

FISHER WEALTH MANAGEMENT INC

FISHER WEALTH MANAGEMENT INC 401(K) PROFIT SHARING PLAN & TRUST

$3.1M · 16 participants

AJ CAPITAL, INC.

AJ CAPITAL, INC. CASH BALANCE PLAN

$3.1M · 3 participants

AVANCE INVESTMENT MANAGEMENT, LLC

AVANCE INVESTMENT MANAGEMENT 401(K) PLAN

$3.1M · 23 participants

NEW FORESTS INC.

NEW FORESTS INC 401(K) PROFIT SHARING PLAN AND TRUST