Original filing (PDF)20260204150733NAL0004004081001

THE PLUM GROUP LLC

Name: THE PLUM GROUP LLC — THE PLUM GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE PLUM GROUP LLC

Form 5500-SF

FILING_RECEIVED

THE PLUM GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Signals · 1

Late filing · 2.6 mo

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

Plan health score (directional)

/ 100

Grade B

Above-average plan

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for THE PLUM GROUP LLC.

Plan sponsor

Name

THE PLUM GROUP LLC

EIN

27-4242273

Address

6116 N CENTRAL EXPY STE 901 · DALLAS, TX · 752065131

Phone

(972) 386-0196

Industry

Wholesale Tradesee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2026-02-04

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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