How big is Effective Management Services LLC's plan?

Effective Management Services LLC's plan reported $1.4M in assets and 15 participants for 2024.

Original filing (PDF)20250717124430NAL0000134083001

Effective Management Services LLC

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

Form 5500-SF

FILING_RECEIVED

Effective Management Services LLC Traditional 401(k)

401(k) retirement plan · Effective Management Services LLC's Effective Management Services LLC Traditional 401(k) held $1.4M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

Plan identifiers

Effective Management Services LLC's EIN is 26-3477997.

EIN 26-3477997

Plan number 001

Plan year 2024

ACK ID 20250717124430NAL0000134083001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Effective Management Services LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window.

Decision-maker contacts

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