Original filing (PDF)20250728131707NAL0001576305001

PARTNERS OF INTEGRITY, LLC

Name: PARTNERS OF INTEGRITY, LLC — PARTNERS OF INTEGRITY, LLC EMPLOYEE SAVINGS PLAN, Form 5500 (2024)
Creator: PARTNERS OF INTEGRITY, LLC

Form 5500-SF

FILING_RECEIVED

PARTNERS OF INTEGRITY, LLC EMPLOYEE SAVINGS PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$613K

Net assets (EOY)

$613K

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.

Decision-maker contacts

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

Plan sponsor

Name

PARTNERS OF INTEGRITY, LLC

EIN

81-1357920

Address

P. O. BOX 211 · CLINTON, NY · 133230211

Phone

(315) 853-5746

Industry

Other Services (ex. Public Admin)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

2025-07-28

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

KEVIN W. DOUGHERTY FUNERAL HOME, INC.

KEVIN W. DOUGHERTY FUNERAL HOME, INC. 401K SAVINGS PLAN

$613K · 12 participants

SWEENEY BROTHERS HOME FOR FUNERALS, INC.

SWEENEY BROTHERS PROFIT SHARING PLAN

$612K · 10 participants

KIMBRELL-STERN, INC.

KIMBRELL-STERN, INC. 401(K) PROFIT SHARING PLAN

$615K · 12 participants

REECE FUNERAL HOME

REECE FUNERAL HOME 401(K) PLAN

$615K · 11 participants

DF CURLEY SONS INC.

CURLEY SHEEHY 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.