How big is Active Captive Management, LLC's plan?

Active Captive Management, LLC's plan reported $1.5M in assets and 4 participants for 2024.

Original filing (PDF)20250630142814NAL0016545792001

Active Captive Management, LLC

Name: Active Captive Management, LLC — Active Captive, Form 5500 (2024)
Creator: Active Captive Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Active Captive Management, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Active Captive Management, LLC's Active Captive Management, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 4 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

Active Captive Management, LLC's EIN is 20-2312437.

EIN 20-2312437

Plan number 002

Plan year 2024

ACK ID 20250630142814NAL0016545792001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Active Captive Management, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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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 (99th percentile).

Plan sponsor

Name

ACTIVE CAPTIVE MANAGEMENT, LLC

EIN

all filings

Address

25361 COMMERCENTRE DR STE · SUITE 150 · LAKE FOREST, CA · 92630

Phone

(949) 727-0155

Industry

Finance & Insurance

Plan administrator