· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PRINCIPAL STREET PARTNERS, LLC — PRINCIPAL STREET PARTNERS, LLC 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250710091619NAL0014781714001
PRINCIPAL STREET PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
PRINCIPAL STREET PARTNERS, LLC 401(K) PLAN
401(k) retirement plan
Active participants
7
Accounts w/ balance
11
Plan assets (EOY)
$1.6M
Net assets (EOY)
$1.6M
Plan health score (directional)
89
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PRINCIPAL STREET PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
PRINCIPAL STREET PARTNERS, LLC
EIN
32-0506324
Address
999 S SHADY GROVE RD, STE 106 · MEMPHIS, TN · 38120
Phone
(901) 250-6700
Industry
Finance & Insurance
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
2025-07-10
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
BARE FINANCIAL SERVICES, INC. D/B/A BARE WEALTH ADVISORS
BARE WEALTH ADVISORS 401(K) PLAN
$1.6M · 19 participants
FINANCIAL & TAX ARCHITECTS, INC
FINANCIAL & TAX ARCHITECTS 401(K) PLAN
$1.6M · 40 participants
KAMPS ASSET MANAGEMENT PLANNING SERVICE, INC.
KAMPS ASSET MANAGEMENT PLANNING SERVICE, INC. CASH BALANCE PENSION PLAN
$1.6M · 13 participants
RAU FINANCIAL STRATEGIES
RAU FINANCIAL STRATEGIES 401(K) PLAN & TRUST
$1.6M · 4 participants
ZUKERMAN CONSULTING LLC
100
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CRESP PLAN FOR ZUKERMAN CONSULTING
$1.6M · 2 participants
WEBB ADVISORS INC
WEBB ADVISORS INC 401(K) PLAN
$1.6M · 6 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B
