How big is Liquid Holdings, LLC's plan?

Liquid Holdings, LLC's plan reported $5.3M in assets and 50 participants for 2024.

Original filing (PDF)20250717134835NAL0000173219004

Liquid Holdings, LLC

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

Form 5500-SF

FILING_RECEIVED

Liquid Holdings, LLC Retirement Trust

401(k) retirement plan · Liquid Holdings, LLC's Liquid Holdings, LLC Retirement Trust held $5.3M in plan assets for 50 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$5.3M

Net assets (EOY)

$5.3M

People on this filing

Jameson Taylor Wielage signed Liquid Holdings, LLC's 2024 Form 5500 as plan administrator.

Jameson Taylor Wielage — 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

Liquid Holdings, LLC's EIN is 26-3880168.

EIN 26-3880168

Plan number 001

Plan year 2024

ACK ID 20250717134835NAL0000173219004

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Liquid Holdings, 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 LIQUID HOLDINGS, 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