How big is Precedent Asset Management, LLC's plan?

Precedent Asset Management, LLC's plan reported $1.4M in assets and 3 participants for 2025.

Original filing (PDF)20260311135806NAL0005667474001

Precedent Asset Management, LLC

Name: Precedent Asset Management, LLC — Precedent Asset, Form 5500 (2025)
Creator: Precedent Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Precedent Asset Management 401(k) Plan

401(k) retirement plan · Precedent Asset Management, LLC's Precedent Asset Management 401(k) Plan held $1.4M in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Precedent Asset Management, LLC's EIN is 46-3401360.

EIN 46-3401360

Plan number 001

Plan year 2025

ACK ID 20260311135806NAL0005667474001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Precedent Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Precedent Asset Management, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRECEDENT ASSET MANAGEMENT, 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