Back to filter
Original filing (PDF)20251003083826NAL0000733747001
THIRD PRIME CAPITAL MANAGEMENT, LLC
Form 5500-SF
FILING_RECEIVED
THIRD PRIME CAPITAL MANAGEMENT CASH BALANCE PLAN
Defined-benefit pension plan
Active participants
7
Accounts w/ balance
—
Plan assets (EOY)
$1.1M
Net assets (EOY)
$1.1M
Plan health score (directional)
89
/ 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
100
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.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THIRD PRIME CAPITAL MANAGEMENT, LLC.
Plan sponsor
Name
THIRD PRIME CAPITAL MANAGEMENT, LLC
EIN
81-2093934
Address
18 EAST 50TH STREET · 6TH FLOOR · NEW YORK, NY · 10022
Phone
(212) 837-4882
Industry
Finance & Insurancesee 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
2025-10-03
Pension benefit codes
1A · Pay-related DB formula
1C · Cash balance or similar hybrid DB
3B · Covers self-employed individuals
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 providersRelated plans
Similar-size Finance & Insurance plans
NYE FINANCIAL GROUP, INC.
NYE FINANCIAL GROUP AGENCY, INC. PENSION PLAN
$1.1M · 4 participants
CHRONOS WEALTH MANAGEMENT, LLC
CHRONOS WEALTH MANAGEMENT, LLC CASH BALANCE PLAN
$1.1M · 3 participants
MIDAMERICA HOLDINGS, LTD.
MIDAMERICA HOLDINGS, LTD. 401(K) PLAN
$1.1M · 13 participants
WEALTH DISTRIBUTION STRATEGIES, LLC
WEALTH DISTRIBUTION STRATEGIES, LLC 401(K) PLAN
$1.1M · 14 participants
FINANCIAL CONSULTING GROUP, INC.
FINANCIAL CONSULTING GROUP, INC. 401(K) PLAN
$1.1M · 3 participants
PLATINUM FINANCIAL NETWORK LLC
PLATINUM FINANCIAL NETWORK LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.1M · 2 participants
Large plans in New York
INTERNATIONAL BUSINESS MACHINES CORPORATION
IBM 401(K) PLAN
$60.4B · 49,030 participants
TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA
TIAA REAL ESTATE ACCOUNT
$25.2B
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (STRATEGIC PROPERTY) OF JPMORGAN CHASE BANK, N.A.
$24.3B
MORGAN STANLEY DOMESTIC HOLDINGS, LLC
MORGAN STANLEY 401(K) PLAN
$22.2B · 54,084 participants
PFIZER INC
PFIZER SAVINGS PLAN
$22.0B · 29,469 participants
JPMORGAN CHASE BANK, N.A.
COMMINGLED PENSION TRUST FUND (EQUITY INDEX) OF JPMORGAN CHASE BANK, N.A.
$20.0B