How big is Pearl Stone Partners LLC's plan?

Pearl Stone Partners LLC's plan reported $7K in assets for 2023.

Original filing (PDF)20240808155546NAL0008971248001

Pearl Stone Partners LLC

Name: Pearl Stone Partners LLC — Pearl Stone Partners LLC, Form 5500 (2023)
Creator: Pearl Stone Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pearl Stone Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pearl Stone Partners LLC's Pearl Stone Partners LLC 401(k) Profit Sharing Plan & Trust reported $7K in plan assets in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7K

Net assets (EOY)

$7K

People on this filing

Courtney Schmidt signed Pearl Stone Partners LLC's 2023 Form 5500 as plan administrator.

Courtney Schmidt — 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

Pearl Stone Partners LLC's EIN is 83-0520511.

EIN 83-0520511

Plan number 001

Plan year 2023

ACK ID 20240808155546NAL0008971248001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Pearl Stone Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Pearl Stone Partners LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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