Original filing (PDF)20251008232521NAL0014889570001

TORONADO PARTNERS, LLC

Name: TORONADO PARTNERS, LLC — TORONADO PARTNERS, LLC CASH BALANCE PLAN, Form 5500 (2024)
Creator: TORONADO PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

TORONADO PARTNERS, LLC CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$2.2M

Net assets (EOY)

$2.2M

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 TORONADO PARTNERS, LLC.

Plan sponsor

Name

TORONADO PARTNERS, LLC

EIN

81-2057109

Address

50 CALIFORNIA ST. SUITE 1500 · SAN FRANCISCO, CA · 94111

Phone

(415) 969-8680

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-10-09

Pension benefit codes

1A · Pay-related DB formula

1C · Cash balance or similar hybrid DB

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 Finance & Insurance plans

ABG SERVICES INC

ABG SERVICES INC 401(K) PROFIT SHARING PLAN & TRUST

$2.2M · 16 participants

CAROLINA WEALTH MANAGEMENT, INC.

CAROLINA WEALTH MANAGEMENT, INC. 401(K) PLAN

$2.2M · 9 participants

THE POLLOCK CORPORATION

POLLOCK CORPORATION 401(K) PROFIT SHARING PLAN

$2.2M · 5 participants

ECONOMIC CONCEPTS

ECONOMIC CONCEPTS CASH BALANCE PLAN

$2.2M · 5 participants

LEE JOHNSON CAPITAL MANAGEMENT, L.L.C. DBA OVERRIDGE WEALTH ADVISORS

LEE JOHNSON CAPITAL MANAGEMENT, L.L.C.PROFIT SHARING PLAN