Original filing (PDF)20260429131032NAL0017528768001

Sutton Investment and Retirement Partners LLC

Name: Sutton Investment and Retirement Partners LLC — Form 5500 Plan 501 (2025)
Creator: Sutton Investment and Retirement Partners LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Sutton Investment and Retirement Partners LLC CBS Benefit Plan

Health & welfare plan · Sutton Investment and Retirement Partners LLC's Sutton Investment and Retirement Partners LLC CBS Benefit Plan held $190 in plan assets for 3 participants in 2025.

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$190

Net assets (EOY)

$64

Plan health score (directional)

Limited public data — directional only

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 35% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

n/a

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Decision-maker contacts

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

Plan sponsor

Name

SUTTON INVESTMENT AND RETIREMENT PARTNERS LLC

EIN

88-3129428all filings

Address

2777 WEST PARK DRIVE · PADUCAH, KY · 42001

Phone

(270) 564-9946

Industry

Finance & Insurance

Plan administrator