Original filing (PDF)20250402081928NAL0016943138001

SIGNATURE WEALTH PARTNERS LLC

Name: SIGNATURE WEALTH PARTNERS LLC — SIGNATURE WEALTH PARTNERS LLC 401K PLAN, Form 5500 (2024)
Creator: SIGNATURE WEALTH PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

SIGNATURE WEALTH PARTNERS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$174K

Net assets (EOY)

$174K

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

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

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

Plan sponsor

Name

SIGNATURE WEALTH PARTNERS LLC

EIN

87-3393694all filings

Address

7380 WEST SAND LAKE ROAD · STE 405 · ORLANDO, FL · 32819

Phone

(407) 794-7390

Industry

Finance & Insurancesee 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

2025-04-02

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

HARVEGO ENTERPRISES, LLC

HARVEGO ENTERPRISES, LLC 401(K) PLAN

$173K · 43 participants

ADVISORY RESOURCE GROUP, LLC

ADVISORY RESOURCE GROUP, LLC 401(K) PLAN

$173K · 1 participants

BALATA, PLLC

BALATA, PLLC 401(K) PROFIT SHARING PLAN

$174K · 3 participants

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC

STONEHAVEN WEALTH & TAX SOLUTIONS, LLC 401(K) PLAN

$174K · 4 participants

TODD FINANCIAL SERVICES, LLC

TODD FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.