How big is 1607 Capital Partners LLC's plan?

1607 Capital Partners LLC's plan reported $5.0M in assets and 16 participants for 2024.

Original filing (PDF)20250910133205NAL0013198467001

1607 Capital Partners LLC

Name: 1607 Capital Partners LLC — 1607 Capital Partners, Form 5500 (2024)
Creator: 1607 Capital Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

1607 Capital Partners 401(k) Plan and Trust

401(k) retirement plan · 1607 Capital Partners LLC's 1607 Capital Partners 401(k) Plan and Trust held $5.0M in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.0M

Net assets (EOY)

$5.0M

People on this filing

Bryan Huntley signed 1607 Capital Partners LLC's 2024 Form 5500 as plan administrator.

Bryan Huntley — 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

1607 Capital Partners LLC's EIN is 26-0529973.

EIN 26-0529973

Plan number 001

Plan year 2024

ACK ID 20250910133205NAL0013198467001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for 1607 Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

1607 Capital Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 1607 CAPITAL PARTNERS 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