· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
SKYLAND PARTNERS LLC — SKYLAND PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250404111934NAL0018213760001
SKYLAND PARTNERS LLC
Form 5500-SF
FILING_RECEIVED
SKYLAND PARTNERS LLC 401(K) PROFIT SHARING PLAN & TRUST
401(k) retirement plan
Active participants
8
Accounts w/ balance
5
Plan assets (EOY)
$3.5M
Net assets (EOY)
$3.5M
Plan health score (directional)
86
/ 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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
SKYLAND PARTNERS LLC
.
Find decision makers
Plan sponsor
Name
SKYLAND PARTNERS LLC
EIN
80-0956870
Address
PO BOX 7390 · MENLO PARK, CA · 940267390
Phone
(650) 703-9240
Industry
Finance & Insurance
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-04-04
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size Finance & Insurance plans
CORNERSTONE MANAGEMENT, INC.
CORNERSTONE MANAGEMENT, INC. RETIREMENT SAVINGS PLAN
$3.5M · 18 participants
HATTERAS INVESTMENT PARTNERS, LP
HATTERAS INVESTMENT PARTNERS 401(K) PLAN
$3.5M · 12 participants
LADLIE TRACHSEL FINANCIAL ADVISORS INC.
LADLIE TRACHSEL INC 401(K) PLAN
$3.5M · 8 participants
KUTSCHER BENNER BARSNESS & STEVENS, INC.
KBBS 401(K) PROFIT SHARING PLAN
$3.5M · 7 participants
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC.
80
Knocking points off
63% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
CURRAN & LEWIS INVESTMENT MANAGEMENT, INC. CASH BALANCE PLAN
$3.5M · 4 participants
SUMMIT WEALTH & RETIREMENT PLANN
SWRP 401(K) PLAN
$3.5M · 15 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
