How big is Assured Equity Management Corp.'s plan?

Assured Equity Management Corp.'s plan reported $2.4M in assets and 7 participants for 2023.

Original filing (PDF)20240417092712NAL0002415633001

Assured Equity Management Corp.

Name: Assured Equity Management Corp. — Assured Equity, Form 5500 (2023)
Creator: Assured Equity Management Corp.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assured Equity Management Corp. 401(k) Profit Sharing Plan

401(k) retirement plan · Assured Equity Management Corp.'s Assured Equity Management Corp. 401(k) Profit Sharing Plan held $2.4M in plan assets for 7 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

Plan identifiers

Assured Equity Management Corp.'s EIN is 20-0857620.

EIN 20-0857620

Plan number 001

Plan year 2023

ACK ID 20240417092712NAL0002415633001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Assured Equity Management Corp. from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Assured Equity Management Corp.'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 ASSURED EQUITY MANAGEMENT CORP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ASSURED EQUITY MANAGEMENT CORP

EIN

all filings

Address

1800 GLENARM PL · SUITE 900 · DENVER, CO · 80202

Phone

(303) 785-7668

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator