How big is Tapstone Partners LLC's plan?

Tapstone Partners LLC's plan reported $880K in assets and 16 participants for 2024.

Original filing (PDF)20250710141829NAL0008766304001

Tapstone Partners LLC

Name: Tapstone Partners LLC — Tapstone Partners LLC 401(k), Form 5500 (2024)
Creator: Tapstone Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tapstone Partners LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Tapstone Partners LLC's Tapstone Partners LLC 401(k) Profit Sharing Plan & Trust held $880K in plan assets for 16 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$880K

Net assets (EOY)

$880K

People on this filing

Ronnie Shepherd signed Tapstone Partners LLC's 2024 Form 5500 as plan administrator.

Ronnie Shepherd — 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

Tapstone Partners LLC's EIN is 84-2466850.

EIN 84-2466850

Plan number 001

Plan year 2024

ACK ID 20250710141829NAL0008766304001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Tapstone Partners LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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Plan health score

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

100

Helping the score