How big is Panzano and Partners, LLC's plan?

Panzano and Partners, LLC's plan reported $2.0M in assets and 9 participants for 2024.

Original filing (PDF)20250619143832NAL0003233729001

Panzano and Partners, LLC

Name: Panzano and Partners, LLC — Panzano and Partners, Form 5500 (2024)
Creator: Panzano and Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Panzano and Partners, LLC 401(k) Plan

401(k) retirement plan · Panzano and Partners, LLC's Panzano and Partners, LLC 401(k) Plan held $2.0M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

William Rubino signed Panzano and Partners, LLC's 2024 Form 5500 as plan administrator.

William Rubino — 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

Panzano and Partners, LLC's EIN is 22-1918861.

EIN 22-1918861

Plan number 001

Plan year 2024

ACK ID 20250619143832NAL0003233729001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Panzano and Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

Finding similar companies…

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