How big is Panorama Point Partners LLC's plan?

Panorama Point Partners LLC's plan reported $227K in assets and 7 participants for 2023.

Original filing (PDF)20240611142659NAL0028110529001

Panorama Point Partners LLC

Name: Panorama Point Partners LLC — Panorama Point, Form 5500 (2023)
Creator: Panorama Point Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Panorama Point Partners LLC Adopter of PIA Inc. 401(k) Profit Sharing Plan

401(k) retirement plan · Panorama Point Partners LLC's Panorama Point Partners LLC Adopter of PIA Inc. 401(k) Profit Sharing Plan held $227K in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$227K

Net assets (EOY)

$227K

People on this filing

Angie Miller signed Panorama Point Partners LLC's 2023 Form 5500 as plan administrator.

Angie Miller — 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

Panorama Point Partners LLC's EIN is 46-0972934.

EIN 46-0972934

Plan number 003

Plan year 2023

ACK ID 20240611142659NAL0028110529001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Panorama Point Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Panorama Point Partners LLC's 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 PANORAMA POINT 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