ADJUST FIRST, LLC RATE GROUP PROFIT SHARING PLAN AND TRUST
Defined-contribution retirement plan
Signals · 1
Late filing · 2.0 mo
Active participants
3
Accounts w/ balance
3
Plan assets (EOY)
$116K
Net assets (EOY)
$116K
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
92
Total plan cost
n/a
Plan health
75
Vendor & structure
100
Knocking points off
Filed 2.0 months past the 10.5-month grace window.
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 ADJUST FIRST, LLC.
