How big is The Appointment Group, LLC's plan?

The Appointment Group, LLC's plan reported $2.7M in assets and 150 participants for 2024.

Original filing (PDF)20251013142431NAL0003255186001

The Appointment Group, LLC

Name: The Appointment Group, LLC — The Appointment Group, Form 5500 (2024)
Creator: The Appointment Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Appointment Group, LLC 401(k) Plan

401(k) retirement plan · The Appointment Group, LLC's The Appointment Group, LLC 401(k) Plan held $2.7M in plan assets for 150 participants in 2024.

Signals · 1

No auditor on file

Active participants

150

Accounts w/ balance

111

Plan assets (EOY)

$2.7M

Net assets (EOY)

$2.7M

People on this filing

Julia Emeltchenko signed The Appointment Group, LLC's 2024 Form 5500 as plan administrator.

Julia Emeltchenko — 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

The Appointment Group, LLC's EIN is 26-2968656.

EIN 26-2968656

Plan number 001

Plan year 2024

ACK ID 20251013142431NAL0003255186001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Appointment Group, 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 THE APPOINTMENT GROUP, LLC.

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Plan health score

Average plan with room to improve

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (15th percentile).

Helping the score