Original filing (PDF)20230725133218NAL0009615057001

SOUZA PARTNERS, LLC

Name: SOUZA PARTNERS, LLC — SOUZA PARTNERS, LLC 401K PLAN, Form 5500 (2022)
Creator: SOUZA PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

SOUZA PARTNERS, LLC 401K PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$334K

Net assets (EOY)

$334K

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 (95th percentile).

Decision-maker contacts

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

Plan sponsor

Name

SOUZA PARTNERS, LLC

EIN

47-1127024

Address

505 BEACHLAND BLVD. · SUITE 1-167 · VERO BEACH, FL · 32963

Phone

(517) 204-0896

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-12-31

Filed

2023-07-25

Pension benefit codes

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

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

2E · Profit-sharing

Service providers (Schedule C)

Small plans don't disclose service providers

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