How big is '&Partners, LLC's plan?

'&Partners, LLC's plan reported $3.1M in assets and 54 participants for 2024.

Original filing (PDF)20251014125444NAL0002820865001

'&Partners, LLC

Name: '&Partners, LLC — '&Partners VIP Plan, Form 5500 (2024)
Creator: '&Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

'&Partners VIP Plan

Defined-benefit pension plan · '&Partners, LLC's '&Partners VIP Plan held $3.1M in plan assets for 54 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$3.1M

Net assets (EOY)

$3.1M

Plan identifiers

'&Partners, LLC's EIN is 62-1627736.

EIN 62-1627736

Plan number 002

Plan year 2024

ACK ID 20251014125444NAL0002820865001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

'&Partners, LLC's plan includes a defined-benefit pension formula.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for '&PARTNERS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

'&PARTNERS, LLC

EIN

all filings

Address

40 BURTON HILLS BLVD · SUITE 350 · NASHVILLE, TN · 37215

Phone

(314) 422-0668

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-14

Pension benefit codes

1A · Pay-related DB formula

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

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