How big is England Securities, LLC's plan?

England Securities, LLC's plan reported $3.7M in assets and 22 participants for 2024.

Original filing (PDF)20250911092135NAL0000232480002

England Securities, LLC

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

Form 5500-SF

FILING_RECEIVED

England Securities, LLC 401(k) PSP

401(k) retirement plan · England Securities, LLC's England Securities, LLC 401(k) PSP held $3.7M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.7M

Net assets (EOY)

$3.7M

People on this filing

Susan Winward signed England Securities, LLC's 2024 Form 5500 as plan administrator.

Susan Winward — 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

England Securities, LLC's EIN is 36-4544241.

EIN 36-4544241

Plan number 001

Plan year 2024

ACK ID 20250911092135NAL0000232480002

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

England Securities, 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 ENGLAND SECURITIES, 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (88th percentile).

Plan sponsor

Name

ENGLAND SECURITIES, LLC

EIN

all filings

Address

1000 LOUISIANA STREET, SUITE 6550 · HOUSTON, TX · 77002

Phone

(713) 357-9440

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator