How big is Setfive Consulting, LLC's plan?

Setfive Consulting, LLC's plan reported $3.9M in assets and 7 participants for 2025.

Original filing (PDF)20260410063255NAL0014103792001

Setfive Consulting, LLC

Name: Setfive Consulting, LLC — Setfive Consulting, LLC, Form 5500 (2025)
Creator: Setfive Consulting, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Setfive Consulting, LLC Retirement Trust

401(k) retirement plan · Setfive Consulting, LLC's Setfive Consulting, LLC Retirement Trust held $3.9M in plan assets for 7 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.9M

Net assets (EOY)

$3.9M

People on this filing

Matthew DAUM signed Setfive Consulting, LLC's 2025 Form 5500 as plan administrator.

Matthew DAUM — 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

Setfive Consulting, LLC's EIN is 26-2313717.

EIN 26-2313717

Plan number 001

Plan year 2025

ACK ID 20260410063255NAL0014103792001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Setfive Consulting, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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