How big is Great White Partners Melrose, LLC.'s plan?

Great White Partners Melrose, LLC.'s plan reported $94K in assets and 100 participants for 2025.

Original filing (PDF)20260429220516NAL0011468241083

Great White Partners Melrose, LLC.

Name: Great White Partners Melrose, LLC. — Great White, Form 5500 (2025)
Creator: Great White Partners Melrose, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Great White Partners Melrose 401(k) Plan

401(k) retirement plan · Great White Partners Melrose, LLC.'s Great White Partners Melrose 401(k) Plan held $94K in plan assets for 100 participants in 2025.

Active participants

100

Accounts w/ balance

Plan assets (EOY)

$94K

Net assets (EOY)

$94K

Plan identifiers

Great White Partners Melrose, LLC.'s EIN is 85-3096842.

EIN 85-3096842

Plan number 001

Plan year 2025

ACK ID 20260429220516NAL0011468241083

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Great White Partners Melrose, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score