How big is Estate Information Services, LLC's plan?

Estate Information Services, LLC's plan reported $1.5M in assets and 52 participants for 2024.

Original filing (PDF)20250731131430NAL0013293266001

Estate Information Services, LLC

Name: Estate Information Services, LLC — Estate Informatio, Form 5500 (2024)
Creator: Estate Information Services, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Estate Information Services, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Estate Information Services, LLC's Estate Information Services, LLC 401(k) Profit Sharing Plan held $1.5M in plan assets for 52 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

John Pickens signed Estate Information Services, LLC's 2024 Form 5500 as plan administrator.

John Pickens — 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

Estate Information Services, LLC's EIN is 20-2705189.

EIN 20-2705189

Plan number 002

Plan year 2024

ACK ID 20250731131430NAL0013293266001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Estate Information Services, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ESTATE INFORMATION SERVICES, LLC.

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Plan health score

Above-average plan

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

Knocking points off