Original filing (PDF)20251014104345NAL0005523026001

ATHANASSIE CAPITAL PARTNERS, LLC

Name: ATHANASSIE CAPITAL PARTNERS, LLC — ATHANASSIE CAPITAL PARTNERS 401K PLAN, Form 5500 (2024)
Creator: ATHANASSIE CAPITAL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

ATHANASSIE CAPITAL PARTNERS 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$702K

Net assets (EOY)

$702K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (97th percentile).

Decision-maker contacts

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

Plan sponsor

Name

ATHANASSIE CAPITAL PARTNERS, LLC

EIN

46-2128833

Address

1324 SEVEN SPRINGS BLVD #127 · TRINITY, FL · 34655

Phone

(813) 387-6820

Industry

Finance & Insurancesee 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

2025-10-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

SAUL PARTNERS, L.P.

SAUL PARTNERS, L.P. 401(K) PLAN

$701K · 1 participants

T.T.G. FINANCIAL, INC.

T.T.G. FINANCIAL, INC. 401(K) PLAN

$701K · 5 participants

HANS MYKLEBUST

HANS MYKLEBUST 401(K) PROFIT SHARING PLAN & TRUST

$701K · 17 participants

ANDREW WEALTH GROUP INC

ANDREW WEALTH GROUP INC 401(K) PROFIT SHARING PLAN & TRUST

$702K · 5 participants

PSI ADVISORS, LLC

PSI ADVISORS 401(K) PLAN

$702K · 5 participants