Original filing (PDF)20251013092944NAL0002226146001

PRIORITY 1 BOOKKEEPING LLC

Name: PRIORITY 1 BOOKKEEPING LLC — PRIORITY 1 BOOKKEEPING LLC 401(K) PLAN, Form 5500 (2024)
Creator: PRIORITY 1 BOOKKEEPING LLC

Form 5500-SF

FILING_RECEIVED

PRIORITY 1 BOOKKEEPING LLC 401(K) PLAN

401(k) retirement plan

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$629K

Net assets (EOY)

$629K

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (99th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for PRIORITY 1 BOOKKEEPING LLC.

Plan sponsor

Name

PRIORITY 1 BOOKKEEPING LLC

EIN

84-3571423

Address

106 QUARTERHORSE DRIVE · BELLEVUE, ID · 83313

Phone

(208) 720-7720

Industry