How big is Audubon Capital Partners LLC's plan?

Audubon Capital Partners LLC's plan reported $1.3M in assets and 38 participants for 2024.

Original filing (PDF)20250522115328NAL0002235539001

Audubon Capital Partners LLC

Name: Audubon Capital Partners LLC — Audubon Capital, Form 5500 (2024)
Creator: Audubon Capital Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Audubon Capital Partners 401(k) Plan

401(k) retirement plan · Audubon Capital Partners LLC's Audubon Capital Partners 401(k) Plan held $1.3M in plan assets for 38 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Brett Catlin signed Audubon Capital Partners LLC's 2024 Form 5500 as plan administrator.

Brett Catlin — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Audubon Capital Partners LLC's EIN is 47-3079371.

EIN 47-3079371

Plan number 001

Plan year 2024

ACK ID 20250522115328NAL0002235539001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Audubon Capital Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Audubon Capital Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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

Knocking points off