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PUBLIC FINANCE PARTNERS, LLC — PUBLIC FINANCE PARTNERS, LLC 401(K) PROFIT SHARING PLAN, Form 5500 (2024) | Form 5500 Search
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Original filing (PDF)
20250721124944NAL0001917392001
PUBLIC FINANCE PARTNERS, LLC
Form 5500-SF
FILING_RECEIVED
PUBLIC FINANCE PARTNERS, LLC 401(K) PROFIT SHARING PLAN
Defined-contribution retirement plan
Active participants
5
Accounts w/ balance
5
Plan assets (EOY)
$473K
Net assets (EOY)
$473K
Plan health score (directional)
89
/ 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
75
Total plan cost
75
Vendor stack
100
Participation health
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for
PUBLIC FINANCE PARTNERS, LLC
.
Find decision makers
Plan sponsor
Name
PUBLIC FINANCE PARTNERS, LLC
EIN
83-3263042
Address
14011 N. TORTOLITA ESTATES DRIVE · TUCSON, AZ · 85755
Phone
(520) 429-4426
Industry
All Other Professional Services
· Professional & Technical Services
see all
Plan administrator
Name
ACH RETIREMENT PLAN CONSULTANTS INC
EIN
45-3763537
City
TUCSON, AZ
Phone
(520) 751-9403
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-07-21
Pension benefit codes
2A · Age/service weighted or new comparability
2E · Profit-sharing
2R · Participant-directed brokerage (SDBA)
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
—
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
Small plans don't disclose service providers
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Helping the score
Concentration not scored — Schedule of Assets PDF not yet parsed for this plan.
No Schedule C compensation disclosed — likely a small plan or unbundled.
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