How big is Ward Capital, LP's plan?

Ward Capital, LP's plan reported $1.5M in assets and 2 participants for 2024.

Original filing (PDF)20250520085644NAL0001080817001

Ward Capital, LP

Name: Ward Capital, LP — Ward Capital, LP 401(k) Plan, Form 5500 (2024)
Creator: Ward Capital, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Ward Capital, LP 401(k) Plan

401(k) retirement plan · Ward Capital, LP's Ward Capital, LP 401(k) Plan held $1.5M in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Susan Ward Kinser signed Ward Capital, LP's 2024 Form 5500 as plan administrator.

Susan Ward Kinser — 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

Ward Capital, LP's EIN is 42-1572651.

EIN 42-1572651

Plan number 001

Plan year 2024

ACK ID 20250520085644NAL0001080817001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Ward Capital, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Ward Capital, LP's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for WARD CAPITAL, LP.

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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