How big is Engage FI, LLC's plan?

Engage FI, LLC's plan reported $4.7M in assets and 64 participants for 2024.

Original filing (PDF)20250731085255NAL0006791344001

Engage FI, LLC

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

Form 5500-SF

FILING_RECEIVED

Engage FI 401(k) Plan

401(k) retirement plan · Engage FI, LLC's Engage FI 401(k) Plan held $4.7M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.7M

Net assets (EOY)

$4.7M

People on this filing

Courtnay Sanderfer signed Engage FI, LLC's 2024 Form 5500 as plan administrator.

Courtnay Sanderfer — 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

Engage FI, LLC's EIN is 36-4811829.

EIN 36-4811829

Plan number 002

Plan year 2024

ACK ID 20250731085255NAL0006791344001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ENGAGE FI, 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