· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
GROWTH PARTNER, LLC — GROWTH PARTNER, LLC 401(K) PLAN, Form 5500 (2022) | Form 5500 Search
Back to filter
Original filing (PDF)
20230606150213NAL0055188818001
GROWTH PARTNER, LLC
Form 5500-SF
FILING_RECEIVED
GROWTH PARTNER, LLC 401(K) PLAN
401(k) retirement plan
Active participants
40
Accounts w/ balance
40
Plan assets (EOY)
$1.2M
Net assets (EOY)
$1.2M
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
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
GROWTH PARTNER, LLC
.
Find decision makers
Plan sponsor
Name
GROWTH PARTNER, LLC
EIN
82-2571972
Address
825 COLLEGE BLVD · SUITE 102 - PMB 336 · OCEANSIDE, CA · 92057
Phone
(760) 585-4684
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2022
Plan year begin
2022-01-01
Tax period
2022-12-31
Filed
2023-06-06
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
3H · Sponsor in controlled / affiliated group
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
CST DESIGN, LLC
CST DESIGN, LLC 401(K) PROFIT SHARING PLAN
$1.2M · 4 participants
PEOPLESUITE OPS, LLC
PEOPLESUITE OPS, LLC 401K PLAN
$1.2M · 10 participants
CERCONE BROWN & COMPANY LLC
CERCONE BROWN & COMPANY LLC 401(K) PROFIT SHARING PLAN & TRUST
$1.2M · 20 participants
INTEGRATAX, INC.
INTEGRATAX 401(K) PLAN
$1.2M · 10 participants
M FINISHINGS, LLC
M FINISHINGS, LLC 401(K) PLAN & TRUST
$1.2M · 5 participants
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.
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
NZERO LABS, INC. DBA ON DECK
ON DECK 401(K) PLAN
$1.2M · 5 participants
Large plans in California
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND
$215.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND E
$190.9B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
EQUITY INDEX FUND F
$188.1B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
RUSSELL 1000 INDEX FUND
$187.7B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
CASH EQUIVALENT FUND II
$125.0B
BLACKROCK INSTITUTIONAL TRUST COMPANY, N.A.
BLACKROCK MSCI ACWI EX-US IMI INDEX FUND E
$88.3B
