How big is E5 Equity Partners, LLC's plan?

E5 Equity Partners, LLC's plan reported $932K in assets and 25 participants for 2025.

Original filing (PDF)20260123085527NAL0007151459001

E5 Equity Partners, LLC

Name: E5 Equity Partners, LLC — E5 Equity Partners 401(k), Form 5500 (2025)
Creator: E5 Equity Partners, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

E5 Equity Partners 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · E5 Equity Partners, LLC's E5 Equity Partners 401(k) Profit Sharing Plan & Trust held $932K in plan assets for 25 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$932K

Net assets (EOY)

$932K

Plan identifiers

E5 Equity Partners, LLC's EIN is 27-2619113.

EIN 27-2619113

Plan number 001

Plan year 2025

ACK ID 20260123085527NAL0007151459001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for E5 Equity Partners, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

E5 Equity Partners, 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 E5 EQUITY PARTNERS, 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