Original filing (PDF)20250610172702NAL0015294145001

CONGRUENT INVESTMENT PARTNERS, LLC

Name: CONGRUENT INVESTMENT PARTNERS, LLC — CONGRUENT INVESTMENT PARTNERS LLC 401K PSP, Form 5500 (2024)
Creator: CONGRUENT INVESTMENT PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

CONGRUENT INVESTMENT PARTNERS LLC 401K PSP

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

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 CONGRUENT INVESTMENT PARTNERS, LLC.

Plan sponsor

Name

CONGRUENT INVESTMENT PARTNERS, LLC

EIN

27-3061053

Address

3400 CARLISLE ST STE 320 · DALLAS, TX · 75204

Phone

(214) 760-7411

Industry

Finance & Insurancesee all

Plan administrator