Original filing (PDF)20250416221003NAL0000501970071

PRIMER SAZZE PARTNERS, INC.

Name: PRIMER SAZZE PARTNERS, INC. — PRIMER SAZZE PARTNERS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PRIMER SAZZE PARTNERS, INC.

Form 5500-SF

FILING_RECEIVED

PRIMER SAZZE PARTNERS, INC. 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$955K

Net assets (EOY)

$955K

Plan health score (directional)

/ 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

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIMER SAZZE PARTNERS, INC..

Plan sponsor

Name

PRIMER SAZZE PARTNERS, INC.

EIN

83-1140554

Address

690 SARATOGA AVE. · STE 100 · SAN JOSE, CA · 95129

Phone

(510) 907-0111

Industry

Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-16

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

MERCHANT AVIATION

MERCHANT AVIATION 401(K) PLAN

$954K · 16 participants

BENCHMARK BUSINESS GROUP, LLC

BENCHMARK BUSINESS GROUP

$955K · 9 participants

UKA NORTH AMERICA, LLC

UKA NORTH AMERICA, LLC 401(K) PLAN

$954K · 23 participants

N. DEAN MEYER & ASSOCIATES INC PROFIT SHARING KEOGH

$954K · 2 participants

SAASTR, INC.

SAASTR, INC. CASH BALANCE PLAN & TRUST

$956K · 3 participants