How big is Partnership Financial, LLC's plan?

Partnership Financial, LLC's plan reported $757K in assets and 3 participants for 2024.

Original filing (PDF)20250728122148NAL0003313106001

Partnership Financial, LLC

Name: Partnership Financial, LLC — Retirement Income, Form 5500 (2024)
Creator: Partnership Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Retirement Income Security Plan-Partnership Financial, LLC

401(k) retirement plan · Partnership Financial, LLC's Retirement Income Security Plan-Partnership Financial, LLC held $757K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

People on this filing

Steven Stout signed Partnership Financial, LLC's 2024 Form 5500 as plan administrator.

Steven Stout — 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

Partnership Financial, LLC's EIN is 26-2408860.

EIN 26-2408860

Plan number 003

Plan year 2024

ACK ID 20250728122148NAL0003313106001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PARTNERSHIP FINANCIAL, 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