How big is DEFY Partners Management, LLC's plan?

DEFY Partners Management, LLC's plan reported $1.1M in assets and 5 participants for 2024.

Original filing (PDF)20250303170700NAL0005814257001

DEFY Partners Management, LLC

Name: DEFY Partners Management, LLC — DEFY Partners, Form 5500 (2024)
Creator: DEFY Partners Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

DEFY Partners Management, LLC Cash Balance Plan

Defined-benefit pension plan · DEFY Partners Management, LLC's DEFY Partners Management, LLC Cash Balance Plan held $1.1M in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Purvi SHAH signed DEFY Partners Management, LLC's 2024 Form 5500 as plan administrator.

Purvi SHAH — 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

DEFY Partners Management, LLC's EIN is 81-4026163.

EIN 81-4026163

Plan number 002

Plan year 2024

ACK ID 20250303170700NAL0005814257001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for DEFY Partners Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

DEFY Partners Management, LLC's plan includes a cash-balance formula.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score