Original filing (PDF)20250721100231NAL0003346994002

PARK SQUARE FINANCIAL GROUP, LLC

Name: PARK SQUARE FINANCIAL GROUP, LLC — PARK SQUARE 401(K) PLAN, Form 5500 (2024)
Creator: PARK SQUARE FINANCIAL GROUP, LLC

Form 5500-SF

FILING_RECEIVED

PARK SQUARE 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$392K

Net assets (EOY)

$392K

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.

Decision-maker contacts

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

Plan sponsor

Name

PARK SQUARE FINANCIAL GROUP, LLC

EIN

27-0391073

Address

55 PARK SQUARE CT. SUITE 103C · ROSWELL, GA · 30075

Phone

(770) 641-9300

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

BRUCE NYSTROM

BRUCE NYSTROM 401(K) RETIREMENT PLAN

$392K · 1 participants

SECOND NATURE ECOLOGY AND DESI

SECOND NATURE ECOLOGY AND DESI 401(K) PROFIT SHARING PLAN & TRUST

$392K · 14 participants

SCHOENTHAL & SCHOENTHAL SITE DEV

SCHOENTHAL & SCHOENTHAL SITE D 401(K) PROFIT SHARING PLAN & TRU

$392K · 7 participants

L & M PILATES BROOKLYN MGMT, LLC

L & M PILATES BROOKLYN MGMT, LLC 401(K) PSP

$392K · 16 participants

KEVIN ALLEN CARPENTRY INC