Original filing (PDF)20250512114723NAL0011356803001

AZ Lending Experts LLC

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

Form 5500-SF

FILING_RECEIVED

AZ Lending Experts LLC 401(k) Plan

401(k) retirement plan · AZ Lending Experts LLC's AZ Lending Experts LLC 401(k) Plan filed a Form 5500 for plan year 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

Net assets (EOY)

People on this filing

Richard Simon signed AZ Lending Experts LLC's 2024 Form 5500 as plan administrator.

Richard Simon — 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

AZ Lending Experts LLC's EIN is 36-4711713.

EIN 36-4711713

Plan number 001

Plan year 2024

ACK ID 20250512114723NAL0011356803001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

AZ Lending Experts LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for AZ LENDING EXPERTS LLC.

Finding similar companies…

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 50% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

n/a

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
Plan health not scored — no comparable participation/contribution data.

Plan sponsor

Name

AZ LENDING EXPERTS LLC

EIN

all filings

Address

4500 S. LAKESHORE DRIVE, SUITE 595 · TEMPE, AZ · 85282

Phone

(480) 649-3825

Industry

Finance & Insurance

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

2025-05-12

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

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

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Finance & Insurance plans

One River Funding LLC

One River Funding LLC 401(k)

Titlemax of Georgia, Inc.

Titlemax Employee's Incentive Savings Plan

Innovative Funding Services Corporation

Innovative Funding Services Corporation 401(k) Plan

Bespoke Financial

American First Finance

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