How big is Enrollment First's plan?

Enrollment First's plan reported $975K in assets and 23 participants for 2024.

Original filing (PDF)20250718145540NAL0001940545001

Enrollment First

Name: Enrollment First — Enrollment First 401(k) Plan, Form 5500 (2024)
Creator: Enrollment First
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Enrollment First 401(k) Plan

401(k) retirement plan · Enrollment First's Enrollment First 401(k) Plan held $975K in plan assets for 23 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$975K

Net assets (EOY)

$975K

People on this filing

TARA Evans, for TAG Resources signed Enrollment First's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Enrollment First's EIN is 20-1954310.

EIN 20-1954310

Plan number 001

Plan year 2024

ACK ID 20250718145540NAL0001940545001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Enrollment First from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Enrollment First's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA), automatic enrollment.

Decision-maker contacts

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

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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