How big is Three Leaf Partners LLC's plan?

Three Leaf Partners LLC's plan reported $1.3M in assets and 23 participants for 2024.

Original filing (PDF)20250718151252NAL0002035041001

Three Leaf Partners LLC

Name: Three Leaf Partners LLC — Three Leaf Partners LLC, Form 5500 (2024)
Creator: Three Leaf Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Three Leaf Partners LLC 401(k) Plan

401(k) retirement plan · Three Leaf Partners LLC's Three Leaf Partners LLC 401(k) Plan held $1.3M in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Marcus Bowie signed Three Leaf Partners LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Three Leaf Partners LLC's EIN is 87-3194927.

EIN 87-3194927

Plan number 001

Plan year 2024

ACK ID 20250718151252NAL0002035041001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

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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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score