How big is Execution Specialists Group LLC's plan?

Execution Specialists Group LLC's plan reported $1.3M in assets and 8 participants for 2025.

Original filing (PDF)20260518180650NAL0000165139001

Execution Specialists Group LLC

Name: Execution Specialists Group LLC — Execution Speciali, Form 5500 (2025)
Creator: Execution Specialists Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Execution Specialists Group LLC 401(k) Profit Sharing Plan

401(k) retirement plan · Execution Specialists Group LLC's Execution Specialists Group LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 8 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Mark Newhall signed Execution Specialists Group LLC's 2025 Form 5500 as plan administrator.

Mark Newhall — 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

Execution Specialists Group LLC's EIN is 26-3967503.

EIN 26-3967503

Plan number 001

Plan year 2025

ACK ID 20260518180650NAL0000165139001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Execution Specialists Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Execution Specialists 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 EXECUTION SPECIALISTS GROUP 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