How big is Relationship One, LLC's plan?

Relationship One, LLC's plan reported $3.7M in assets and 35 participants for 2024.

Original filing (PDF)20250821081804NAL0003972385001

Relationship One, LLC

Name: Relationship One, LLC — Relationship One, LLC 401(k), Form 5500 (2024)
Creator: Relationship One, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Relationship One, LLC 401(k) Plan

401(k) retirement plan · Relationship One, LLC's Relationship One, LLC 401(k) Plan held $3.7M in plan assets for 35 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Tim Soulen signed Relationship One, LLC's 2024 Form 5500 as plan administrator.

Tim Soulen — 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

Relationship One, LLC's EIN is 27-0611455.

EIN 27-0611455

Plan number 001

Plan year 2024

ACK ID 20250821081804NAL0003972385001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Relationship One, 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 RELATIONSHIP ONE, LLC.

Finding similar companies…

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