How big is Sr. Partners LLC's plan?

Sr. Partners LLC's plan reported $775K in assets and 4 participants for 2024.

Original filing (PDF)20250723011804NAL0007471890001

Sr. Partners LLC

Name: Sr. Partners LLC — Sr. Partners LLC 401(k) Plan, Form 5500 (2024)
Creator: Sr. Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sr. Partners LLC 401(k) Plan

401(k) retirement plan · Sr. Partners LLC's Sr. Partners LLC 401(k) Plan held $775K in plan assets for 4 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$775K

Net assets (EOY)

$775K

People on this filing

Jeanne SKOG signed Sr. Partners LLC's 2024 Form 5500 as plan administrator.

Jeanne SKOG — 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

Sr. Partners LLC's EIN is 82-2301862.

EIN 82-2301862

Plan number 001

Plan year 2024

ACK ID 20250723011804NAL0007471890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Sr. Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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

Finding similar companies…

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 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score