Original filing (PDF)20250527133409NAL0017199282001

E5A FUNDS LLC

Name: E5A FUNDS LLC — E5A FUNDS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: E5A FUNDS LLC

Form 5500-SF

FILING_RECEIVED

E5A FUNDS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$5K

Net assets (EOY)

$5K

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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

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 E5A FUNDS LLC.

Plan sponsor

Name

E5A FUNDS LLC

EIN

30-0636825all filings

Address

30 E 9TH ST · NEW YORK, NY · 100036401

Phone

(917) 886-0911

Industry

Professional & Technical Servicessee 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

2025-05-27

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

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

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Professional & Technical Services plans

TODM GROUP LLC

TODM GROUP 401(K) PLAN

$5K · 2 participants

BLUEGRASS LOGISTICS GROUP, LLC

BLUEGRASS LOGISTICS GROUP, LLC CBS BENEFIT PLAN

$5K · 1 participants

LAYER ONE GROUP, LLC

LAYER ONE GROUP, LLC 401(K) PLAN

$5K · 2 participants

MPATH PUBLIC RELATIONS LLC

MPATH PUBLIC RELATIONS LLC SOCA BENEFIT PLAN

$5K · 2 participants

CHANCEY B.C. WASHBURN DMD PC

CHANCEY B.C. WASHBURN DMD PC GCF BENEFIT PLAN

$5K · 3 participants

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