How big is Civic Initiatives, LLC's plan?

Civic Initiatives, LLC's plan reported $4.8M in assets and 56 participants for 2024.

Original filing (PDF)20250828123817NAL0010345905001

Civic Initiatives, LLC

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

Form 5500-SF

FILING_RECEIVED

Civic Initiatives, LLC 401(k) Plan

401(k) retirement plan · Civic Initiatives, LLC's Civic Initiatives, LLC 401(k) Plan held $4.8M in plan assets for 56 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.8M

Net assets (EOY)

$4.8M

People on this filing

Shannon Smalls signed Civic Initiatives, LLC's 2024 Form 5500 as plan administrator.

Shannon Smalls — 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

Civic Initiatives, LLC's EIN is 27-3944234.

EIN 27-3944234

Plan number 001

Plan year 2024

ACK ID 20250828123817NAL0010345905001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Civic Initiatives, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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