How big is Partner Valuation Advisors, LLC's plan?

Partner Valuation Advisors, LLC's plan reported $3.5M in assets and 93 participants for 2024.

Original filing (PDF)20250508125315NAL0018035184001

Partner Valuation Advisors, LLC

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

Form 5500-SF

FILING_RECEIVED

Partner Valuation Advisors, LLC 401(k) Plan

401(k) retirement plan · Partner Valuation Advisors, LLC's Partner Valuation Advisors, LLC 401(k) Plan held $3.5M in plan assets for 93 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

Plan identifiers

Partner Valuation Advisors, LLC's EIN is 88-3351652.

EIN 88-3351652

Plan number 001

Plan year 2024

ACK ID 20250508125315NAL0018035184001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Partner Valuation Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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