How big is Singleton Peery Financial LLC's plan?

Singleton Peery Financial LLC's plan reported $2.6M in assets and 4 participants for 2025.

Original filing (PDF)20260408173635NAL0019786626001

Singleton Peery Financial LLC

Name: Singleton Peery Financial LLC — Singleton Peery LLC, Form 5500 (2025)
Creator: Singleton Peery Financial LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Singleton Peery LLC 401(k) Plan

401(k) retirement plan · Singleton Peery Financial LLC's Singleton Peery LLC 401(k) Plan held $2.6M in plan assets for 4 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan identifiers

Singleton Peery Financial LLC's EIN is 26-2796950.

EIN 26-2796950

Plan number 001

Plan year 2025

ACK ID 20260408173635NAL0019786626001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Singleton Peery Financial LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Singleton Peery 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 SINGLETON PEERY 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

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 (96th percentile).

Plan sponsor

Name

SINGLETON PEERY FINANCIAL LLC

EIN

all filings

Address

170 E. BROADWAY, STE. 100D · P.O. BOX 508 · JACKSON, WY · 83001

Phone

(307) 732-6652

Industry

Finance & Insurance

Plan administrator