How big is Presidio Partners Development Company, LLC's plan?

Presidio Partners Development Company, LLC's plan reported $1.1M in assets and 4 participants for 2024.

Original filing (PDF)20250918180158NAL0001570897001

Presidio Partners Development Company, LLC

Name: Presidio Partners Development Company, LLC — Form 5500 Plan 001 (2024)
Creator: Presidio Partners Development Company, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Presidio Partners Development Company 401(k) Profit Sharing Plan

401(k) retirement plan · Presidio Partners Development Company, LLC's Presidio Partners Development Company 401(k) Profit Sharing Plan held $1.1M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

ADAM Wilczek signed Presidio Partners Development Company, LLC's 2024 Form 5500 as plan administrator.

ADAM Wilczek — 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

Presidio Partners Development Company, LLC's EIN is 20-5984530.

EIN 20-5984530

Plan number 001

Plan year 2024

ACK ID 20250918180158NAL0001570897001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Presidio Partners Development Company, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Presidio Partners Development Company, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a self-directed brokerage window.

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

PRESIDIO PARTNERS DEVELOPMENT COMPANY, LLC

EIN

all filings

Address

655 MONTGOMERY STREET, 7TH FLOOR · SAN FRANCISCO, CA · 94111

Phone

(650) 759-0599

Industry

Finance & Insurance

Plan administrator