Original filing (PDF)20250430094243NAL0001728145001

HAYSTACK PARTNERS, LLC

Name: HAYSTACK PARTNERS, LLC — HAYSTACK PARTNERS, LLC CBS BENEFIT PLAN, Form 5500 (2023)
Creator: HAYSTACK PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

HAYSTACK PARTNERS, LLC CBS BENEFIT PLAN

Health & welfare plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2K

Net assets (EOY)

$523

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

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 HAYSTACK PARTNERS, LLC.

Plan sponsor

Name

HAYSTACK PARTNERS, LLC

EIN

20-4432628all filings

Address

427 WEST MUHAMMAD ALI BLVD · SUITE 801 · LOUISVILLE, KY · 40212

Phone

(502) 261-1162

Industry

Professional & Technical Servicessee all

Plan administrator

Name

JOSEPH HSU

EIN

84-6429706

City

FRANKFORT, KY

Phone

(502) 695-4700

Plan characteristics

Plan number

501

Plan year

2023

Plan year begin

2023-11-01

Tax period

2024-09-30

Filed

2025-04-30

Welfare benefit codes

4A · Health (other than dental or vision)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

INTELLIGENT MARINE SOLUTIONS INC

INTELLIGENT MARINE SOLUTIONS INC 401K

$2K · 1 participants

BANDON IT LLC

BANDON IT LLC 401(K) PLAN

$2K · 3 participants

DESIGN COMPLIANCE AND SECURITY LLC

DESIGN COMPLIANCE AND SECURITY LLC GCF BENEFIT PLAN

$2K · 5 participants

LEGITO INC

LEGITO INC GCF BENEFIT PLAN

$2K · 2 participants

IEXCEL LLC

IEXCEL LLC 401(K) PLAN

$2K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.