Back to filter
Original filing (PDF)20251014125444NAL0002820865001
'&PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
'&PARTNERS VIP PLAN
Defined-benefit pension plan
Active participants
54
Accounts w/ balance
—
Plan assets (EOY)
$3.1M
Net assets (EOY)
$3.1M
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
100
Helping the score
- Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
- No Schedule C compensation disclosed — likely a small plan or unbundled.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for '&PARTNERS, LLC.
Plan sponsor
Name
'&PARTNERS, LLC
EIN
62-1627736
Address
40 BURTON HILLS BLVD · SUITE 350 · NASHVILLE, TN · 37215
Phone
(314) 422-0668
Industry
Finance & Insurancesee all
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 providersRelated plans
Similar-size Finance & Insurance plans
HAROLD DANCE INVESTMENTS
HAROLD DANCE INVESTMENTS 401(K) PLAN
$3.1M · 13 participants
1776 FINANCIAL SERVICES, INC.
1776 FINANCIAL RETIREMENT PLAN
$3.2M · 11 participants
DAVID W. LOFTON
DAVID W. LOFTON 401(K) PLAN
$3.1M · 1 participants
STONEBRIDGE ADVISORS, INC.
STONEBRIDGE ADVISORS, INC. 401(K) PROFIT SHARING PLAN & TRUST
$3.1M · 12 participants
HALLERAN WEALTH MANAGEMENT, INC
HALLERAN WEALTH MGMT, INC. EMPLOYEE SAVINGS PLAN
$3.2M · 6 participants
STRATCAP, LLC
STRATCAP 401(K) PLAN
$3.1M · 29 participants
Large plans in Tennessee
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION TRUST
$27.6B
FEDEX CORPORATION
FEDEX CORPORATION EMPLOYEES' PENSION PLAN
$26.9B · 113,256 participants
FEDEX CORPORATION
FEDEX CORPORATION RETIREMENT SAVINGS PLAN
$25.4B · 102,265 participants
HCA INC.
HCA 401(K) PLAN
$23.8B · 310,762 participants
HCA INC.
HCA INC. MASTER RETIREMENT TRUST
$23.4B
ALLIANCEBERNSTEIN LP
AB US LARGE CAP GROWTH COLLECTIVE TRUST
$8.9B