Original filing (PDF)20250729105804NAL0003145441001

PLATFORM PARTNERS LLC

Name: PLATFORM PARTNERS LLC — PLATFORM PARTNERS LLC 401(K) RETIREMENT PLAN, Form 5500 (2024)
Creator: PLATFORM PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

PLATFORM PARTNERS LLC 401(K) RETIREMENT PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

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 PLATFORM PARTNERS LLC.

Plan sponsor

Name

PLATFORM PARTNERS LLC

EIN

81-5444685

Address

1717 WEST LOOP S, SUITE 1900 · HOUSTON, TX · 77027

Phone

(713) 335-2320

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

2025-07-29

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

BREVET HOLDINGS, LLC

BREVET HOLDINGS, LLC 401(K) PLAN

$7.9M · 32 participants

AMERICANTCS FIDUCIARY SERVICES, LLC

MARINER SELECT RETIREMENT PLAN

$7.9M · 955 participants

NXG INVESTMENT MANAGEMENT

NXG INVESTMENT MANAGEMENT 401(K) PLAN

$7.9M · 11 participants

STRATEGIC CAPITAL INVESTMENT ADVISORS, INC.

STRATEGIC CAPITAL INVESTMENT ADVISORS, INC. RETIREMENT PLAN

$7.9M · 11 participants

WINGATE WEALTH ADVISORS, LLC

WINGATE WEALTH ADVISORS, LLC 401(K) PLAN