How big is Policy Analytics, LLC's plan?

Policy Analytics, LLC's plan reported $112K in assets and 6 participants for 2024.

Original filing (PDF)20251010112535NAL0018380802001

Policy Analytics, LLC

Name: Policy Analytics, LLC — Policy Analytics, LLC 401(k), Form 5500 (2024)
Creator: Policy Analytics, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Policy Analytics, LLC 401(k) Plan

401(k) retirement plan · Policy Analytics, LLC's Policy Analytics, LLC 401(k) Plan held $112K in plan assets for 6 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$112K

Net assets (EOY)

$112K

People on this filing

Richard Tatum signed Policy Analytics, LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Policy Analytics, LLC's EIN is 20-1281803.

EIN 20-1281803

Plan number 001

Plan year 2024

ACK ID 20251010112535NAL0018380802001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Policy Analytics, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for POLICY ANALYTICS, 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