Original filing (PDF)20250624172353NAL0004183875002

PRIME FINANCIAL INVESTMENTS,LLC

Name: PRIME FINANCIAL INVESTMENTS,LLC — PRIME FINANCIAL INVESTMENTS, LLC 401(K) PLAN, Form 5500 (2024)
Creator: PRIME FINANCIAL INVESTMENTS,LLC

Form 5500-SF

FILING_RECEIVED

PRIME FINANCIAL INVESTMENTS, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIME FINANCIAL INVESTMENTS,LLC.

Plan sponsor

Name

PRIME FINANCIAL INVESTMENTS,LLC

EIN

46-1271686

Address

675 N BARKER RD - STE 110 · BROOKFIELD, WI · 53045

Phone

(414) 771-7220

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-24

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

TCTC HOLDINGS, LLC

TCTC HOLDINGS, LLC RETIREMENT TRUST

$3.5M · 10 participants

WELLY HEALTH PBC

WELLY HEALTH PBC 401(K) PLAN

$3.5M · 26 participants

M & J SROUR CONSULTING, LLC

M & J SROUR CONSULTING, LLC DEFINED BENEFIT PLAN

$3.5M · 1 participants

THETFORD FINANCIAL SERVICES, INC.

THETFORD FINANCIAL SERVICES 401(K) PLAN

$3.5M · 7 participants

TRADES HOLDING CO., LLC

TRADES 401(K) PLAN

$3.5M · 353 participants