Original filing (PDF)20240701092912NAL0005180928001

PRIORITY ONE CLEARING SERVICES LLC

Name: PRIORITY ONE CLEARING SERVICES LLC — PRIORITY ONE CLEARING SERVICES LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2023)
Creator: PRIORITY ONE CLEARING SERVICES LLC

Form 5500-SF

FILING_RECEIVED

PRIORITY ONE CLEARING SERVICES LLC 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIORITY ONE CLEARING SERVICES LLC.

Plan sponsor

Name

PRIORITY ONE CLEARING SERVICES LLC

EIN

26-2868823

Address

1151 NE CLEVELAND ST · CLEARWATER, FL · 33755

Phone

(727) 443-2200

Industry

Information / Tech / Mediasee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2024-01-01

Tax period

2024-05-31

Filed

2024-07-01

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2F · ERISA section 404(c)

2G · Total participant-directed accounts

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

2A · Age/service weighted or new comparability

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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