How big is Square One Associates LLC's plan?

Square One Associates LLC's plan reported $591K in assets and 33 participants for 2024.

Original filing (PDF)20250718145702NAL0001943617001

Square One Associates LLC

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

Form 5500-SF

FILING_RECEIVED

Square One Associates LLC 401(k) Plan

401(k) retirement plan · Square One Associates LLC's Square One Associates LLC 401(k) Plan held $591K in plan assets for 33 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$591K

Net assets (EOY)

$591K

People on this filing

Marcus Bowie signed Square One Associates LLC's 2024 Form 5500 as plan administrator.

Marcus Bowie — 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

Square One Associates LLC's EIN is 27-2545428.

EIN 27-2545428

Plan number 001

Plan year 2024

ACK ID 20250718145702NAL0001943617001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Square One Associates LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for SQUARE ONE ASSOCIATES 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