How big is Penn Quarter Partners, LLC's plan?

Penn Quarter Partners, LLC's plan reported $2.9M in assets and 18 participants for 2024.

Original filing (PDF)20251008092458NAL0009459536001

Penn Quarter Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Penn Quarter Partners, LLC 401(k) RATE Group Profit Sharing Plan and Trust

401(k) retirement plan · Penn Quarter Partners, LLC's Penn Quarter Partners, LLC 401(k) RATE Group Profit Sharing Plan and Trust held $2.9M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.9M

Net assets (EOY)

$2.9M

Plan identifiers

Penn Quarter Partners, LLC's EIN is 45-3836904.

EIN 45-3836904

Plan number 002

Plan year 2024

ACK ID 20251008092458NAL0009459536001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Penn Quarter Partners, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

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

Finding similar companies…

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