Original filing (PDF)20250716090442NAL0002962545001

Provenance Capital Services

Name: Provenance Capital Services — Provenance Capital, Form 5500 (2024)
Creator: Provenance Capital Services
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Provenance Capital Services 401(k) Plan

401(k) retirement plan · Provenance Capital Services' Provenance Capital Services 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Jim Pines signed Provenance Capital Services' 2024 Form 5500 as plan administrator.

Jim Pines — 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

Provenance Capital Services' EIN is 87-1936112.

EIN 87-1936112

Plan number 001

Plan year 2024

ACK ID 20250716090442NAL0002962545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Provenance Capital Services from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Provenance Capital Services' plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score