How big is Henry Street Advisors LLC's plan?

Henry Street Advisors LLC's plan reported $256K in assets and 3 participants for 2024.

Original filing (PDF)20251014134228NAL0006225010001

Henry Street Advisors LLC

Name: Henry Street Advisors LLC — Punta Gorda Properties, Form 5500 (2024)
Creator: Henry Street Advisors LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Punta Gorda Properties 401(k) Plan and Trust

401(k) retirement plan · Henry Street Advisors LLC's Punta Gorda Properties 401(k) Plan and Trust held $256K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$256K

Net assets (EOY)

$256K

Plan identifiers

Henry Street Advisors LLC's EIN is 46-5587940.

EIN 46-5587940

Plan number 002

Plan year 2024

ACK ID 20251014134228NAL0006225010001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Henry Street Advisors LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Henry Street Advisors 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 HENRY STREET ADVISORS 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