How big is Floridian Partners, LLC's plan?

Floridian Partners, LLC's plan reported $2.7M in assets and 6 participants for 2024.

Original filing (PDF)20251007112148NAL0004492017005

Floridian Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Floridian Partners, LLC 401(k) Plan

401(k) retirement plan · Floridian Partners, LLC's Floridian Partners, LLC 401(k) Plan held $2.7M in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

Plan identifiers

Floridian Partners, LLC's EIN is 65-1029422.

EIN 65-1029422

Plan number 001

Plan year 2024

ACK ID 20251007112148NAL0004492017005

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Floridian Partners, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (99th percentile).

Plan sponsor

Name

FLORIDIAN PARTNERS, LLC

EIN

all filings

Address

108 SOUTH MONROE STREET · TALLAHASSEE, FL · 323011584

Phone

(850) 681-0024

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator