· 2022–2024 · DOL EFAST2

TESSERACT CAPITAL PARTNERS, LLC — TESSERACT CAPITAL PARTNERS, LLC SAVINGS PLAN AND TRUST, Form 5500 (2024) | Form 5500 Search

Original filing (PDF)20250717143902NAL0000807890001

TESSERACT CAPITAL PARTNERS, LLC

Form 5500-SF

FILING_RECEIVED

TESSERACT CAPITAL PARTNERS, LLC SAVINGS PLAN AND TRUST

401(k) retirement plan

Signals · 1

High average account balance

Active participants

2

Accounts w/ balance

2

Plan assets (EOY)

$515K

Net assets (EOY)

$515K

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

88

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (98th percentile).

Decision-maker contacts

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

Plan sponsor

Name

TESSERACT CAPITAL PARTNERS, LLC

EIN

93-4728846

Address

1329 WILLIAMS DRIVE · CLEARWATER, FL · 33764

Phone

(315) 729-6160

Industry

Other Services (ex. Public Admin)see 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

2025-07-17

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

EUGENE G BOWAN 401(K) PROFIT SHARING PLAN & TRUST

$515K · 4 participants

ORCAM INC. 401(K) PROFIT SHARING PLAN & TRUST

$515K · 1 participants

PROVIDENCE PSYCHOLOGY SERVICES

PROVIDENCE PSYCHOLOGY SERVICES 401(K) PROFIT SHARING PLAN & TRUST

$515K · 10 participants

VALVE MANUFACTURERS ASSOCIATIO

VALVE MANUFACTURERS ASSOCIATIO 401(K) PROFIT SHARING PLAN & TRUST

$515K · 3 participants

HKM ENTERPRISES INC

HKM ENTERPRISES INC 401(K) PROFIT SHARING PLAN & TRUST