· 2022–2024 · DOL EFAST2

PARTNERSHIP FINANCIAL, LLC — RETIREMENT INCOME SECURITY PLAN-PARTNERSHIP FINANCIAL, LLC, Form 5500 (2024)

Original filing (PDF)20250728122148NAL0003313106001

PARTNERSHIP FINANCIAL, LLC

Form 5500-SF

FILING_RECEIVED

RETIREMENT INCOME SECURITY PLAN-PARTNERSHIP FINANCIAL, LLC

401(k) retirement plan

Signals · 1

High average account balance

Active participants

3

Accounts w/ balance

4

Plan assets (EOY)

$757K

Net assets (EOY)

$757K

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

93

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PARTNERSHIP FINANCIAL, LLC

EIN

26-2408860all filings

Address

4400 N. HIGH STREET · SUITE 412 · COLUMBUS, OH · 43214

Phone

(614) 328-9319

Industry

Finance & Insurancesee all

Plan administrator

Name

HEALTHEQUITY RETIREMENT SERVICES

EIN

82-1222973

City

DRAPER, UT

Phone

(877) 860-2664

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-28

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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