How big is Pinehurst Partners, LLC's plan?

Pinehurst Partners, LLC's plan reported $221K in assets and 13 participants for 2024.

Original filing (PDF)20250922153846NAL0012658386001

Pinehurst Partners, LLC

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

Form 5500-SF

FILING_RECEIVED

Pinehurst Partners, LLC 401(k) Plan

401(k) retirement plan · Pinehurst Partners, LLC's Pinehurst Partners, LLC 401(k) Plan held $221K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$221K

Net assets (EOY)

$221K

People on this filing

Wendi Newton signed Pinehurst Partners, LLC's 2024 Form 5500 as plan administrator.

Wendi Newton — 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

Pinehurst Partners, LLC's EIN is 88-2056507.

EIN 88-2056507

Plan number 001

Plan year 2024

ACK ID 20250922153846NAL0012658386001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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