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PANTHEON GLOBAL HOLDINGS LLC — PANTHEON GLOBAL HOLDINGS LLC 401(K) PLAN, Form 5500 (2023) | Form 5500 Search
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Original filing (PDF)
20260120144121NAL0004239424001
PANTHEON GLOBAL HOLDINGS LLC
Form 5500-SF
FILING_RECEIVED
PANTHEON GLOBAL HOLDINGS LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
Late filing · 14.1 mo
Active participants
35
Accounts w/ balance
47
Plan assets (EOY)
$313K
Net assets (EOY)
$313K
Plan health score (directional)
81
/ 100
Grade B
Above-average plan
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
75
Concentration risk
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PANTHEON GLOBAL HOLDINGS LLC
.
Find decision makers
Plan sponsor
Name
PANTHEON GLOBAL HOLDINGS LLC
EIN
46-5067374
Address
8465 NORTH PIMA RD · SCOTTSDALE, AZ · 85258
Phone
(602) 561-3173
Industry
Management of Companies / Holdings
see all
Plan administrator
Name
ADMINISTRATIVE GROUP, LLC DBA TAG RESOURCES
EIN
62-1874769
City
KNOXVILLE, TN
Phone
(865) 670-1844
Plan characteristics
Plan number
001
Plan year
2023
Plan year begin
2023-01-01
Tax period
2023-12-31
Filed
2026-01-20
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2F · ERISA section 404(c)
2G · Total participant-directed accounts
3D · Pre-approved plan (master / prototype / VS)
2T · Default investment account (QDIA)
2S · Automatic enrollment
3B · Covers self-employed individuals
Service providers (Schedule C)
Small plans don't disclose service providers
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100
Knocking points off
Filed 14.1 months past the 10.5-month grace window.
Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
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