How big is Preserve Partners' plan?

Preserve Partners' plan reported $1.2M in assets and 13 participants for 2025.

Original filing (PDF)20260421220012NAL0001628707022

Preserve Partners

Name: Preserve Partners — Preserve Partners 401(k) Plan, Form 5500 (2025)
Creator: Preserve Partners
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Preserve Partners 401(k) Plan

401(k) retirement plan · Preserve Partners' Preserve Partners 401(k) Plan held $1.2M in plan assets for 13 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Elantha Barry signed Preserve Partners' 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Preserve Partners' EIN is 81-0713111.

EIN 81-0713111

Plan number 001

Plan year 2025

ACK ID 20260421220012NAL0001628707022

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Preserve Partners from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Preserve Partners' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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

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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 (86th percentile).

Plan sponsor

Name

PRESERVE PARTNERS

EIN

all filings

Address

650 SOUTH 500 WEST, SUITE 104 · SALT LAKE CITY, UT · 84101

Phone

(571) 278-4420

Industry

Real Estate

Plan administrator