How big is The PLUM Group LLC's plan?

The PLUM Group LLC's plan reported $1.1M in assets and 9 participants for 2024.

Original filing (PDF)20260204150733NAL0004004081001

The PLUM Group LLC

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

Form 5500-SF

FILING_RECEIVED

The PLUM Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The PLUM Group LLC's The PLUM Group LLC 401(k) Profit Sharing Plan & Trust held $1.1M in plan assets for 9 participants in 2024.

Signals · 2

Late filing · 2.6 moHigh average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Brooke Herold signed The PLUM Group LLC's 2024 Form 5500 as plan administrator.

Brooke Herold — 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

The PLUM Group LLC's EIN is 27-4242273.

EIN 27-4242273

Plan number 001

Plan year 2024

ACK ID 20260204150733NAL0004004081001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The PLUM Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

The PLUM Group 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 THE PLUM GROUP LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

Filed 2.6 months past the 10.5-month grace window.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (0th percentile).

Helping the score