Original filing (PDF)20251007142258NAL0004714161001

PEACHTREE INVESTMENT PARTNERS, LLC

Name: PEACHTREE INVESTMENT PARTNERS, LLC — PEACHTREE INVESTMENT PARTNERS, LLC DEFINED BENEFIT PLAN, Form 5500 (2024)
Creator: PEACHTREE INVESTMENT PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

PEACHTREE INVESTMENT PARTNERS, LLC DEFINED BENEFIT PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.2M

Net assets (EOY)

$3.2M

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 PEACHTREE INVESTMENT PARTNERS, LLC.

Plan sponsor

Name

PEACHTREE INVESTMENT PARTNERS, LLC

EIN

20-5947483

Address

311 INDIAN HARBOR ROAD · VERO BEACH, FL · 32963

Phone

(404) 478-3333

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-07

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

3B · Covers self-employed individuals

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

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 Finance & Insurance plans

KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS LLC

KATHY MORAN FINANCIAL PLANNING AND INVESTMENTS LLC CASH BALANCE PENSION PLAN

$3.2M · 3 participants

TRANSOM CAPITAL HOLDINGS LLC

TRANSOM CAPITAL HOLDINGS LLC 401(K) PLAN

$3.2M · 26 participants

MCKENZIE RIEDEL WEALTH MANAGEMENT LLC

MCKENZIE RIEDEL WEALTH MANAGEMENT LLC 401(K) PROFIT SHARING PLAN

$3.2M · 14 participants

VAAL LLC

VAAL LLC SAVINGS PLAN

$3.2M · 4 participants

HILL FINANCIAL STRATEGIES, LLC