Original filing (PDF)20250113100015NAL0029895968001

Effex Management Solutions, LLC

Name: Effex Management Solutions, LLC — Effex 401(k) Plan, Form 5500 (2024)
Creator: Effex Management Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Effex 401(k) Plan

401(k) retirement plan · Effex Management Solutions, LLC's Effex 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

NORA Garcia signed Effex Management Solutions, LLC's 2024 Form 5500 as plan administrator.

NORA Garcia — 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

Effex Management Solutions, LLC's EIN is 27-2222855.

EIN 27-2222855

Plan number 001

Plan year 2024

ACK ID 20250113100015NAL0029895968001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Effex Management Solutions, LLC's plan includes ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EFFEX MANAGEMENT SOLUTIONS, 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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score