Original filing (PDF)20240822155848NAL0005329713001

LIMPET VENTURES, LLC

Name: LIMPET VENTURES, LLC — LIMPET VENTURES, LLC 401(K) PROFIT SHARING PLAN AND TRUST, Form 5500 (2023)
Creator: LIMPET VENTURES, LLC

Form 5500-SF

FILING_RECEIVED

LIMPET VENTURES, LLC 401(K) PROFIT SHARING PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$901K

Net assets (EOY)

$901K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for LIMPET VENTURES, LLC.

Plan sponsor

Name

LIMPET VENTURES, LLC

EIN

27-3007251

Address

16051 COLLINS AVENUE, #1502 · SUNNY ISLES BEACH, FL · 33160

Phone

(727) 480-3215

Industry

Retail Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-08-22

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

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

2A · Age/service weighted or new comparability

2F · ERISA section 404(c)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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