Original filing (PDF)20251015081052NAL0005489088001

NOLTEMEYER CAPITAL LLLP

Name: NOLTEMEYER CAPITAL LLLP — NOLTEMEYER CAPITAL LLLP 401(K) RET PLAN, Form 5500 (2024)
Creator: NOLTEMEYER CAPITAL LLLP

Form 5500-SF

FILING_RECEIVED

NOLTEMEYER CAPITAL LLLP 401(K) RET PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for NOLTEMEYER CAPITAL LLLP.

Plan sponsor

Name

NOLTEMEYER CAPITAL LLLP

EIN

61-1350173

Address

2005 FRANKFORT AVENUE · SUITE 204 · LOUISVILLE, KY · 40206

Phone

(502) 685-8008

Industry

Real Estatesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-15

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

3F · Sponsor used leased employees

Service providers (Schedule C)

Small plans don't disclose service providers

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