Original filing (PDF)20230429150054NAL0030032754001

SADDLE RIDGE PARTNERS, LLC

Name: SADDLE RIDGE PARTNERS, LLC — SADDLE RIDGE PARTNERS, LLC 401(K) P/S PLAN, Form 5500 (2022)
Creator: SADDLE RIDGE PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

SADDLE RIDGE PARTNERS, LLC 401(K) P/S PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SADDLE RIDGE PARTNERS, LLC.

Plan sponsor

Name

SADDLE RIDGE PARTNERS, LLC

EIN

81-1896914

Address

927 FERN ST STE 1000 · ALTAMONTE SPRINGS, FL · 32701

Phone

(321) 422-0803

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2022

Plan year begin

2022-01-01

Tax period

2022-11-23

Filed

2023-04-29

Pension benefit codes

2G · Total participant-directed accounts

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

2F · ERISA section 404(c)

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3H · Sponsor in controlled / affiliated group

Service providers (Schedule C)

Small plans don't disclose service providers

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