How big is Locale Group LLC's plan?

Locale Group LLC's plan reported $2K in assets and 2 participants for 2024.

Original filing (PDF)20250718164413NAL0003838818001

Locale Group LLC

Name: Locale Group LLC — Locale Group LLC 401(k), Form 5500 (2024)
Creator: Locale Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Locale Group LLC 401(k)

401(k) retirement plan · Locale Group LLC's Locale Group LLC 401(k) held $2K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2K

Net assets (EOY)

$2K

People on this filing

Shirley Horner signed Locale Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Locale Group LLC's EIN is 34-4976974.

EIN 34-4976974

Plan number 001

Plan year 2024

ACK ID 20250718164413NAL0003838818001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Locale Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

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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

Knocking points off