How big is Credit Value Partners, LLC's plan?

Credit Value Partners, LLC's plan reported $1.7M in assets and 3 participants for 2024.

Original filing (PDF)20250616090417NAL0001247504001

Credit Value Partners, LLC

Name: Credit Value Partners, LLC — Credit Value Partners, Form 5500 (2024)
Creator: Credit Value Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Credit Value Partners, LLC 401(k) Plan

401(k) retirement plan · Credit Value Partners, LLC's Credit Value Partners, LLC 401(k) Plan held $1.7M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

People on this filing

Lindsey Norman signed Credit Value Partners, LLC's 2024 Form 5500 as plan administrator.

Lindsey Norman — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Credit Value Partners, LLC's EIN is 27-3015409.

EIN 27-3015409

Plan number 001

Plan year 2024

ACK ID 20250616090417NAL0001247504001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Credit Value Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Credit Value Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (99th percentile).

Plan sponsor

Name

CREDIT VALUE PARTNERS, LLC

EIN

all filings

Address

1990 MAIN STREET · SUITE 750 · SARASOTA, FL · 34236

Phone

(203) 893-4742

Industry

Finance & Insurance

Plan administrator