How big is Branch Partners PLLC's plan?

Branch Partners PLLC's plan reported $1.4M in assets and 6 participants for 2024.

Original filing (PDF)20251231145309NAL0011161347002

Branch Partners PLLC

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

Form 5500-SF

FILING_RECEIVED

Branch Partners PLLC 401(k) Plan

401(k) retirement plan · Branch Partners PLLC's Branch Partners PLLC 401(k) Plan held $1.4M in plan assets for 6 participants in 2024.

Signals · 1

Late filing · 1.5 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

John Branch signed Branch Partners PLLC's 2024 Form 5500 as plan administrator.

John Branch — 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

Branch Partners PLLC's EIN is 84-4597093.

EIN 84-4597093

Plan number 001

Plan year 2024

ACK ID 20251231145309NAL0011161347002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off