How big is Karageorge Financial Group, LLC's plan?

Karageorge Financial Group, LLC's plan reported $453K in assets and 6 participants for 2024.

Original filing (PDF)20251001103415NAL0012477969001

Karageorge Financial Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Karageorge Financial Group 401(k) Plan

401(k) retirement plan · Karageorge Financial Group, LLC's Karageorge Financial Group 401(k) Plan held $453K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$453K

Net assets (EOY)

$453K

People on this filing

James Karageorge signed Karageorge Financial Group, LLC's 2024 Form 5500 as plan administrator.

James Karageorge — 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

Karageorge Financial Group, LLC's EIN is 20-0396654.

EIN 20-0396654

Plan number 001

Plan year 2024

ACK ID 20251001103415NAL0012477969001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Karageorge Financial 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 KARAGEORGE FINANCIAL GROUP, 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