Original filing (PDF)20250519102519NAL0000586801001

PARKWOODS WEALTH PARTNERS LLC

Name: PARKWOODS WEALTH PARTNERS LLC — PARKWOOD WEALTH PARTNERS LLC 401K PLAN, Form 5500 (2024)
Creator: PARKWOODS WEALTH PARTNERS LLC

Form 5500-SF

FILING_RECEIVED

PARKWOOD WEALTH PARTNERS LLC 401K PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$40K

Net assets (EOY)

$40K

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.

Decision-maker contacts

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

Plan sponsor

Name

PARKWOODS WEALTH PARTNERS LLC

EIN

93-3948241all filings

Address

125 EAST JEFFERSON STREET · SUITE 920 · SYRACUSE, NY · 13202

Phone

(314) 798-5802

Industry

Finance & Insurancesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-19

Pension benefit codes

2A · Age/service weighted or new comparability

2S · Automatic enrollment

2E · Profit-sharing

3D · Pre-approved plan (master / prototype / VS)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

KB INVESTMENT CO LTD

KB INVESTMENT CO., LTD 401(K) RETIREMENT PLAN

$40K · 2 participants

LEGACY FINANCIAL SOLUTIONS, INC.

LEGACY FINANCIAL SOLUTIONS, INC. 401(K) PROFIT SHARING PLAN

$40K · 4 participants

MAMORU DELAWARE LLC

$40K · 4 participants

FINANCIAL FUTURES LLC

FINANCIAL FUTURES 401(K) PLAN

$40K · 4 participants

SHANE RYAN HART

SHANE RYAN HART 401(K) PLAN

$40K · 3 participants

Researching more plans? Run a Form 5500 lookup by company name, EIN, or plan name.