How big is Streetwise Partners Inc.'s plan?

Streetwise Partners Inc.'s plan reported $630K in assets and 20 participants for 2024.

Original filing (PDF)20250709154103NAL0007820000001

Streetwise Partners Inc.

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

Form 5500-SF

FILING_RECEIVED

Streetwise Partners Inc. 403(b) Plan

401(k) retirement plan · Streetwise Partners Inc.'s Streetwise Partners Inc. 403(b) Plan held $630K in plan assets for 20 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$630K

Net assets (EOY)

$630K

People on this filing

Shari Krull signed Streetwise Partners Inc.'s 2024 Form 5500 as plan administrator.

Shari Krull — 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

Streetwise Partners Inc.'s EIN is 31-1571343.

EIN 31-1571343

Plan number 001

Plan year 2024

ACK ID 20250709154103NAL0007820000001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Streetwise Partners Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Streetwise Partners Inc.'s plan includes profit-sharing, 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