How big is Policy Equity Group, LLC's plan?

Policy Equity Group, LLC's plan reported $1.5M in assets and 7 participants for 2024.

Original filing (PDF)20250729092255NAL0001472083001

Policy Equity Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Policy Equity Group, L.L.C. 401(k) Plan

401(k) retirement plan · Policy Equity Group, LLC's Policy Equity Group, L.L.C. 401(k) Plan held $1.5M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

People on this filing

Jeffrey Capizzano signed Policy Equity Group, LLC's 2024 Form 5500 as plan administrator.

Jeffrey Capizzano — 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

Policy Equity Group, LLC's EIN is 27-4589082.

EIN 27-4589082

Plan number 001

Plan year 2024

ACK ID 20250729092255NAL0001472083001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Policy Equity Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature.

Decision-maker contacts

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