How big is Scale Management, LLC's plan?

Scale Management, LLC's plan reported $28.6M in assets and 42 participants for 2024.

Original filing (PDF)20250714170237NAL0001819888001

Scale Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Scale Management, LLC 401(k) Plan

401(k) retirement plan · Scale Management, LLC's Scale Management, LLC 401(k) Plan held $28.6M in plan assets for 42 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$28.6M

Net assets (EOY)

$28.6M

People on this filing

Hayley HOAD signed Scale Management, LLC's 2024 Form 5500 as plan administrator.

Hayley HOAD — 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

Scale Management, LLC's EIN is 20-5773473.

EIN 20-5773473

Plan number 001

Plan year 2024

ACK ID 20250714170237NAL0001819888001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Scale Management, LLC'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 SCALE MANAGEMENT, 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