How big is Paratus Partners LLC's plan?

Paratus Partners LLC's plan reported $943K in assets and 28 participants for 2024.

Original filing (PDF)20250605054249NAL0011690945001

Paratus Partners LLC

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

Form 5500-SF

FILING_RECEIVED

401(k) retirement plan · Paratus Partners LLC held $943K in plan assets for 28 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$943K

Net assets (EOY)

$943K

People on this filing

Kimberly Guido signed Paratus Partners LLC's 2024 Form 5500 as plan administrator.

Kimberly Guido — 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

Paratus Partners LLC's EIN is 35-2507152.

EIN 35-2507152

Plan number 001

Plan year 2024

ACK ID 20250605054249NAL0011690945001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Paratus Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, 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 (92nd percentile).

Plan sponsor

Name

PARATUS PARTNERS LLC

EIN

all filings

Address

3060 SATURN STREET · STE 200 · BREA, CA · 92821

Phone

(951) 533-2859

Industry

Finance & Insurance

Plan administrator