How big is Consultree, LLC's plan?

Consultree, LLC's plan reported $4K in assets and 2 participants for 2023.

Original filing (PDF)20240604054439NAL0032919440001

Consultree, LLC

Name: Consultree, LLC — Consultree, LLC 401(k) Plan, Form 5500 (2023)
Creator: Consultree, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Consultree, LLC 401(k) Plan

401(k) retirement plan · Consultree, LLC's Consultree, LLC 401(k) Plan held $4K in plan assets for 2 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4K

Net assets (EOY)

$4K

People on this filing

Luisa Guzman signed Consultree, LLC's 2023 Form 5500 as plan administrator.

Luisa Guzman — 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

Consultree, LLC's EIN is 26-3388770.

EIN 26-3388770

Plan number 001

Plan year 2023

ACK ID 20240604054439NAL0032919440001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Consultree, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Consultree, 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 CONSULTREE, 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