How big is Congress Avenue Partners' plan?

Congress Avenue Partners' plan reported $52K in assets and 2 participants for 2024.

Original filing (PDF)20250602074211NAL0009360673001

Congress Avenue Partners

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

Form 5500-SF

FILING_RECEIVED

Congress Avenue Partners 401(k) Plan

401(k) retirement plan · Congress Avenue Partners' Congress Avenue Partners 401(k) Plan held $52K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$52K

Net assets (EOY)

$52K

People on this filing

Charles Wright signed Congress Avenue Partners' 2024 Form 5500 as plan administrator.

Charles Wright — 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

Congress Avenue Partners' EIN is 45-4405879.

EIN 45-4405879

Plan number 001

Plan year 2024

ACK ID 20250602074211NAL0009360673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Congress Avenue Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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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

Knocking points off