Original filing (PDF)20251016223914NAL0014431954001

PARESHAH PARTNERS, LLC

Name: PARESHAH PARTNERS, LLC — PARESH B. SHAH 401(K) PROFIT SHARING PLAN, Form 5500 (2024)
Creator: PARESHAH PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

PARESH B. SHAH 401(K) PROFIT SHARING PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$908K

Net assets (EOY)

$908K

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 average account balance (94th percentile).

Decision-maker contacts

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

Plan sponsor

Name

PARESHAH PARTNERS, LLC

EIN

82-3804156all filings

Address

960 SOUTH BROADWAY · STE 115-B · HICKSVILLE, NY · 11801

Phone

(516) 998-5545

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

2025-10-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

DOLZ, INC.

DOLZ, INC. 401(K) PLAN

$908K · 21 participants

BAER WEALTH MANAGEMENT

BWM 401(K) & PROFIT SHARING PLAN

$908K · 5 participants

TEAMWORK FINANCIAL ADVISORS, LLC

TEAMWORK FINANCIAL 401(K) SAVINGS PLAN

$908K · 18 participants

SHAPIRO FINANCIAL ADVISORS SOUTH, LLC

SHAPIRO FINANCIAL ADVISORS SOUTH, LLC RETIREMENT PLAN

$908K · 2 participants

PENN RISE ADVISORS, LLC

PENN RISE ADVISORS 401(K) PROFIT SHARING PLAN

$907K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.