· 2022–2024 · DOL EFAST2
Search
Browse
Resources
Pricing
PEERS AND PARTNERS, INC. — PEERS AND PARTNERS, INC. 401(K) PLAN, Form 5500 (2024) | Form 5500 Search
Back to filter
Original filing (PDF)
20250319080447NAL0003380131001
PEERS AND PARTNERS, INC.
Form 5500-SF
FILING_RECEIVED
PEERS AND PARTNERS, INC. 401(K) PLAN
401(k) retirement plan
Active participants
11
Accounts w/ balance
7
Plan assets (EOY)
$214K
Net assets (EOY)
$214K
Plan health score (directional)
86
/ 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
PEERS AND PARTNERS, INC.
.
Find decision makers
Plan sponsor
Name
PEERS AND PARTNERS, INC.
EIN
84-2156885
Address
1151 HAMMOND DRIVE NE, SUITE 240 · ATANTA, GA · 30346
Phone
(678) 340-0663
Industry
All Other Professional Services
· Professional & Technical Services
see 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
2025-03-19
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Service providers (Schedule C)
Small plans don't disclose service providers
Related plans
Similar-size All Other Professional Services plans
WEST FLORIDA PRECISION MACHINE
WEST FLORIDA PRECISION MACHINE 401(K) PROFIT SHARING PLAN & TRUST
$214K · 20 participants
VIZIUM360 LLC
VIZIUM360 LLC 401(K) PROFIT SHARING PLAN & TRUST
$214K · 10 participants
ANTICA FARMACISTA LLC
ANTICA FARMACISTA LLC 401(K) PROFIT SHARING PLAN & TRUST
$214K · 3 participants
C.H.E.K INSTITUTE, LLC
C.H.E.K. INSTITUTE 401(K) PLAN
$215K · 5 participants
MAX BOLEN ELECTRIC, INC.
MAX BOLEN ELECTRIC, INC. 401(K) PROFIT SHARING PLAN AND TRUST
80
Knocking points off
64% balance-to-active ratio — below typical for a healthy 401(k).
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.
Auditor
—
Trustee / custodian
—
Trustee phone
—
Small plan (5500-SF) — Schedule H data not available.
$215K · 12 participants
CAUSE COMMUNICATIONS
CAUSE COMMUNICATIONS 401(K) PROFIT SHARING PLAN
$215K · 4 participants
Large plans in Georgia
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS GROUP TRUST
$42.9B
DELTA AIR LINES, INC
THE DELTA AIR LINES, INC. DEFINED CONTRIBUTION PLA
$37.3B
UNITED PARCEL SERVICE OF AMERICA, INC.
UPS RETIREMENT PLAN
$21.2B · 39,297 participants
DELTA AIR LINES, INC.
DELTA MASTER TRUST
$20.1B
INVESCO TRUST COMPANY
INVESCO SHORT-TERM BOND FUND
$19.7B
BOARD OF TRUSTEES OF THE TEAMSTERS - UPS 401K NATIONAL SAVINGS PLAN
THE TEAMSTER - UPS NATIONAL 401(K) TAX DEFERRED SAVINGS PLAN
$19.3B · 451,512 participants
