Original filing (PDF)20250820134738NAL0001640435001

PESSADA HOLDINGS LLC

Name: PESSADA HOLDINGS LLC — PESSADA HOLDINGS LLC 401K PLAN, Form 5500 (2024)
Creator: PESSADA HOLDINGS LLC

Form 5500-SF

FILING_RECEIVED

PESSADA HOLDINGS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score

100

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PESSADA HOLDINGS LLC.

Plan sponsor

Name

PESSADA HOLDINGS LLC

EIN

80-0843098

Address

167 LAMP AND LANTERN VLG · #127 · CHESTERFIELD, MO · 63017

Phone

(314) 681-6157

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2025-01-01

Tax period

2025-06-30

Filed

2025-08-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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