How big is Team Llewellyn's plan?

Team Llewellyn's plan reported $558K in assets and 3 participants for 2024.

Original filing (PDF)20250806134851NAL0002938099001

Team Llewellyn

Name: Team Llewellyn — Team Llewellyn 401(k) Profit, Form 5500 (2024)
Creator: Team Llewellyn
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team Llewellyn 401(k) Profit Sharing Plan and Trust

401(k) retirement plan · Team Llewellyn's Team Llewellyn 401(k) Profit Sharing Plan and Trust held $558K in plan assets for 3 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$558K

Net assets (EOY)

$558K

Plan identifiers

Team Llewellyn's EIN is 26-3586736.

EIN 26-3586736

Plan number 001

Plan year 2024

ACK ID 20250806134851NAL0002938099001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Team Llewellyn'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 TEAM LLEWELLYN.

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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