How big is Pontis Partners, LLC's plan?

Pontis Partners, LLC's plan reported $108K in assets and 1 participants for 2024.

Original filing (PDF)20250610114949NAL0024573504001

Pontis Partners, LLC

Name: Pontis Partners, LLC — Pontis Partners, LLC 401(k), Form 5500 (2024)
Creator: Pontis Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Pontis Partners, LLC 401(k) Plan

401(k) retirement plan · Pontis Partners, LLC's Pontis Partners, LLC 401(k) Plan held $108K in plan assets for 1 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$108K

Net assets (EOY)

$108K

People on this filing

Shirley Horner signed Pontis Partners, LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Pontis Partners, LLC's EIN is 88-4334614.

EIN 88-4334614

Plan number 001

Plan year 2024

ACK ID 20250610114949NAL0024573504001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

PONTIS PARTNERS, LLC

EIN

all filings

Address

265 STATE STREET · BROOKLYN, NY · 11201

Phone

(917) 676-7989

Industry

Finance & Insurance

Plan administrator