How big is Parthenon LLC's plan?

Parthenon LLC's plan reported $11.1M in assets and 7 participants for 2025.

Original filing (PDF)20260327075103NAL0003408899001

Parthenon LLC

Name: Parthenon LLC — Parthenon LLC 401(k) Plan, Form 5500 (2025)
Creator: Parthenon LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Parthenon LLC 401(k) Plan

401(k) retirement plan · Parthenon LLC's Parthenon LLC 401(k) Plan held $11.1M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$11.1M

Net assets (EOY)

$11.1M

People on this filing

Todd P. LOWE signed Parthenon LLC's 2025 Form 5500 as plan administrator.

Todd P. LOWE — 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

Parthenon LLC's EIN is 61-1337517.

EIN 61-1337517

Plan number 001

Plan year 2025

ACK ID 20260327075103NAL0003408899001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Parthenon LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 PARTHENON 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (19th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (95th percentile).

Plan sponsor

Name

PARTHENON LLC

EIN

all filings

Address

435 NORTH WHITTINGTON PARKWAY · SUITE 180 · LOUISVILLE, KY · 40222

Phone

(502) 327-5663

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-03-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2R · Participant-directed brokerage (SDBA)

3B · Covers self-employed individuals

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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