How big is Executive References, LLC's plan?

Executive References, LLC's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250715132138NAL0001650291001

Executive References, LLC

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

Form 5500-SF

FILING_RECEIVED

Executive References, LLC 401(k) and Profit Sharing Plan

401(k) retirement plan · Executive References, LLC's Executive References, LLC 401(k) and Profit Sharing Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Tennyson Pomeroy signed Executive References, LLC's 2024 Form 5500 as plan administrator.

Tennyson Pomeroy — 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

Executive References, LLC's EIN is 06-1589032.

EIN 06-1589032

Plan number 001

Plan year 2024

ACK ID 20250715132138NAL0001650291001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Executive References, 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 EXECUTIVE REFERENCES, 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