· 2022–2024 · DOL EFAST2

MARKETSTREET CAPITAL PARTNERS LLC — MARKETSTREET CAPITAL PARTNERS 401(K) PLAN, Form 5500 (2024)

Original filing (PDF)20250425220647NAL0020160850040

MARKETSTREET CAPITAL PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

MARKETSTREET CAPITAL PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

12

Accounts w/ balance

9

Plan assets (EOY)

$24K

Net assets (EOY)

$24K

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

36

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

MARKETSTREET CAPITAL PARTNERS LLC

EIN

84-2634436all filings

Address

2075 FRUITVILLE RD · STE 100 · SARASOTA, FL · 34237

Phone

(281) 406-8620

Industry

Finance & Insurancesee 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

2025-04-25

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 Finance & Insurance plans

BLUESTAR GLOBAL INVESTORS, LLC

$24K · 3 participants

GOOD WEALTH MANAGEMENT

GOOD WEALTH MANAGEMENT 401(K) P/S PLAN

$24K · 4 participants

SOVEREIGN WEALTH MANAGEMENT LLC

SOVEREIGN WEALTH MANAGEMENT LLC 401K PLAN

$24K · 2 participants

ANGEL ACCELERATION GROUP

ANGEL ACCELERATION GROUP 401(K) PLAN

$24K · 3 participants

POST OAK PRIVATE WEALTH ADVISORS

POST OAK 401(K) PLAN

$24K · 4 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.