How big is Primera Partners, LLC's plan?

Primera Partners, LLC's plan reported $2.4M in assets and 9 participants for 2024.

Original filing (PDF)20250414112754NAL0000751155001

Primera Partners, LLC

Name: Primera Partners, LLC — Primera Partners,LLC 401(k), Form 5500 (2024)
Creator: Primera Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Primera Partners,LLC 401(k) Plan

401(k) retirement plan · Primera Partners, LLC's Primera Partners,LLC 401(k) Plan held $2.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

JUDY Smith signed Primera Partners, LLC's 2024 Form 5500 as plan administrator.

JUDY Smith — 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

Primera Partners, LLC's EIN is 74-2996168.

EIN 74-2996168

Plan number 001

Plan year 2024

ACK ID 20250414112754NAL0000751155001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIMERA PARTNERS, LLC.

Finding similar companies…

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 (88th percentile).

Plan sponsor

Name

PRIMERA PARTNERS, LLC

EIN

all filings

Address

8500 VILLAGE DR, #300 · SAN ANTONIO, TX · 78217

Phone

(210) 444-1400

Industry

Real Estate

Plan administrator