How big is Princeton Partners, LLC's plan?

Princeton Partners, LLC's plan reported $3.3M in assets and 21 participants for 2024.

Original filing (PDF)20250929114009NAL0010830593001

Princeton Partners, LLC

Name: Princeton Partners, LLC — Princeton Partners 401(k), Form 5500 (2024)
Creator: Princeton Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Princeton Partners 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Princeton Partners, LLC's Princeton Partners 401(k) Profit Sharing Plan & Trust held $3.3M in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Giselle Herrera signed Princeton Partners, LLC's 2024 Form 5500 as plan administrator.

Giselle Herrera — 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

Princeton Partners, LLC's EIN is 37-1975958.

EIN 37-1975958

Plan number 002

Plan year 2024

ACK ID 20250929114009NAL0010830593001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRINCETON PARTNERS, LLC.

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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