Original filing (PDF)20240625091806NAL0015120034001

ANTARA CAPITAL LP

Name: ANTARA CAPITAL LP — ANTARA CAPITAL LP - 401(K) PLAN, Form 5500 (2023)
Creator: ANTARA CAPITAL LP

Form 5500-SF

FILING_RECEIVED

ANTARA CAPITAL LP - 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$982K

Net assets (EOY)

$982K

Plan health score

/ 100

Grade A

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

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ANTARA CAPITAL LP.

Plan sponsor

Name

ANTARA CAPITAL LP

EIN

82-4823093

Address

55 HUDSON YARDS · SUITE 47C · NEW YORK, NY · 10001

Phone

(646) 762-8580

Industry

Commercial Banking· Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2023

Plan year begin

2023-01-01

Tax period

2023-12-31

Filed

2024-06-25

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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