Original filing (PDF)20240701092912NAL0005180928001

Priority One Clearing Services LLC

Name: Priority One Clearing Services LLC — Priority One, Form 5500 (2023)
Creator: Priority One Clearing Services LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Priority One Clearing Services LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Priority One Clearing Services LLC's Priority One Clearing Services LLC 401(k) Profit Sharing Plan filed a Form 5500 for plan year 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan identifiers

Priority One Clearing Services LLC's EIN is 26-2868823.

EIN 26-2868823

Plan number 001

Plan year 2023

ACK ID 20240701092912NAL0005180928001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Priority One Clearing Services LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIORITY ONE CLEARING SERVICES 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score