Original filing (PDF)20250602132342NAL0006856483001

EFO MANAGEMENT, LLC

Name: EFO MANAGEMENT, LLC — EFO MANAGEMENT, LLC 401(K) PLAN, Form 5500 (2024)
Creator: EFO MANAGEMENT, LLC

Form 5500-SF

FILING_RECEIVED

EFO MANAGEMENT, LLC 401(K) PLAN

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$290K

Net assets (EOY)

$290K

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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (14th percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for EFO MANAGEMENT, LLC.

Plan sponsor

Name

EFO MANAGEMENT, LLC

EIN

27-4361538all filings

Address

500 N. AKARD STREET · SUITE 1500 · DALLAS, TX · 75201

Phone

(214) 849-9814

Industry

Finance & Insurancesee 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

2025-06-02

Pension benefit codes

2E · Profit-sharing

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

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2T · Default investment account (QDIA)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

STEVENS FINANCIAL MANAGEMENT CO INC.

STEVENS FINANCIAL MANAGEMENT CO INC. 401K PLAN

$290K · 2 participants

TRUE WEALTH ADVISORY GROUP

TRUE WEALTH ADVISORY GROUP 401(K) PLAN

$290K · 5 participants

APPLIED CAPITAL, LLC

APPLIED CAPITAL, LLC 401(K) PLAN

$290K · 8 participants

CONNELLY WEALTH MANAGEMENT, LLC

CONNELLY WEALTH MANAGEMENT, LLC 401(K) PLAN

$290K · 2 participants

FUTURE VENTURES MANAGEMENT, LLC

FUTURE VENTURES MANAGEMENT 401(K) PLAN

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.