Original filing (PDF)20250805121717NAL0005735938001

PRIMARY HOLDINGS, INC.

Name: PRIMARY HOLDINGS, INC. — PRIMARY HOLDINGS, INC. 401(K) PLAN, Form 5500 (2024)
Creator: PRIMARY HOLDINGS, INC.

Form 5500-SF

FILING_RECEIVED

PRIMARY HOLDINGS, INC. 401(K) PLAN

401(k) retirement plan

Signals · 1

No auditor on file

Active participants

142

Accounts w/ balance

143

Plan assets (EOY)

$2.3M

Net assets (EOY)

$2.3M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for PRIMARY HOLDINGS, INC..

Plan sponsor

Name

PRIMARY HOLDINGS, INC.

EIN

87-1615461

Address

4274 SHACKLEFORD ROAD · SUITE A · NORCROSS, GA · 30093

Phone

(404) 729-1291

Industry

Management of Companies / Holdingssee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-05

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Management of Companies / Holdings plans

SIMPLIFI BUSINESS, INC.

SIMPLIFI BUSINESS, INC. 401(K) PROFIT SHARING PLAN

$2.3M · 88 participants

BYLER HOLDINGS, LLC

BYLER HOLDINGS 401(K) PLAN

$2.3M · 157 participants

ARTIO MEDICAL, INC.

ARTIO MEDICAL, INC. 401(K) PLAN

$2.3M · 9 participants

ARLENE AND JOSEPH CHARITABLE F

ARLENE AND JOSEPH CHARITABLE F 401(K) PROFIT SHARING PLAN & TRUST

$2.3M · 16 participants

WILHELMINA INTERNATIONAL, LTD.

WILHELMINA INTERNATIONAL, LTD. 401(K) PLAN