How big is Panoramic Capital, LLC's plan?

Panoramic Capital, LLC's plan reported $1.9M in assets and 4 participants for 2024.

Original filing (PDF)20251007162730NAL0004851153001

Panoramic Capital, LLC

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

Form 5500-SF

FILING_RECEIVED

Panoramic Capital, LLC Profit Sharing Plan

401(k) retirement plan · Panoramic Capital, LLC's Panoramic Capital, LLC Profit Sharing Plan held $1.9M in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

Plan identifiers

Panoramic Capital, LLC's EIN is 80-0563801.

EIN 80-0563801

Plan number 001

Plan year 2024

ACK ID 20251007162730NAL0004851153001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Panoramic Capital, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PANORAMIC CAPITAL, 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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score