Original filing (PDF)20250417220956NAL0003601010021

SOUL SEARCH PARTNERS LLC

Name: SOUL SEARCH PARTNERS LLC — SOUL SEARCH PARTNERS 401(K) PLAN, Form 5500 (2024)
Creator: SOUL SEARCH PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

SOUL SEARCH PARTNERS 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$296K

Net assets (EOY)

$296K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

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

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for SOUL SEARCH PARTNERS LLC.

Plan sponsor

Name

SOUL SEARCH PARTNERS LLC

EIN

88-3035976

Address

18 WEST MEADOW RD. · WILTON, CT · 06897

Phone

(929) 223-7309

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Name

GUIDELINE RK, LLC

EIN

30-1418950

City

BURLINGAME, CA

Phone

(888) 228-3491

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-04-17

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3B · Covers self-employed individuals

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

TALL PINES CONSTRUCTION, INC.

TALL PINES CONSTRUCTION, INC. 401(K) PLAN

$296K · 18 participants

GRIFFIN FAMILY CARE HOME INC

GRIFFIN FAMILY HOME CARE INC 401K PROFIT SHARING PLAN AND TRU

$296K · 52 participants

PHILLIP D HAMILTON, DDS, MS, PLLC

PHILLIP D HAMILTON, DDS, MS, PLLC RETIREMENT TRUST

$296K · 9 participants

CANYONSIDE LABS

CANYONSIDE LABS 401(K) PROFIT SHARING PLAN & TRUST

$296K · 19 participants

THOMAS CLARY PGA PROF LLC 401K PLAN