Original filing (PDF)20250925104456NAL0012020130001

PRIVUS FINANCIAL, LLP

Name: PRIVUS FINANCIAL, LLP — PRIVUS 401(K) PLAN, Form 5500 (2024)
Creator: PRIVUS FINANCIAL, LLP

Form 5500-SF

FILING_RECEIVED

PRIVUS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$318K

Net assets (EOY)

$318K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIVUS FINANCIAL, LLP.

Plan sponsor

Name

PRIVUS FINANCIAL, LLP

EIN

82-3436745all filings

Address

909 LAKE CAROLYN PARKWAY · SUITE 330 · IRVING, TX · 75039

Phone

(214) 389-7875

Industry