How big is Splash Investment Group, LLC's plan?

Splash Investment Group, LLC's plan reported $1.4M in assets and 110 participants for 2024.

Original filing (PDF)20250918144800NAL0001531905001

Splash Investment Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Splash Investment Group, LLC 401(k) Plan

401(k) retirement plan · Splash Investment Group, LLC's Splash Investment Group, LLC 401(k) Plan held $1.4M in plan assets for 110 participants in 2024.

Active participants

110

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Kathryn Rogers signed Splash Investment Group, LLC's 2024 Form 5500 as plan administrator.

Kathryn Rogers — 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

Splash Investment Group, LLC's EIN is 20-0336525.

EIN 20-0336525

Plan number 001

Plan year 2024

ACK ID 20250918144800NAL0001531905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Splash Investment Group, 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 SPLASH INVESTMENT GROUP, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score