How big is Automatic Finance LLC's plan?

Automatic Finance LLC's plan reported $234K in assets and 11 participants for 2024.

Original filing (PDF)20250731153240NAL0003198067001

Automatic Finance LLC

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

Form 5500-SF

FILING_RECEIVED

Automatic Finance LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Automatic Finance LLC's Automatic Finance LLC 401(k) Profit Sharing Plan & Trust held $234K in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$234K

Net assets (EOY)

$234K

People on this filing

Edward Rojas signed Automatic Finance LLC's 2024 Form 5500 as plan administrator.

Edward Rojas — 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

Automatic Finance LLC's EIN is 20-5933797.

EIN 20-5933797

Plan number 001

Plan year 2024

ACK ID 20250731153240NAL0003198067001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Automatic Finance LLC's plan includes profit-sharing, 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 AUTOMATIC FINANCE 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

Knocking points off