How big is The Experiential Group LLC's plan?

The Experiential Group LLC's plan reported $806K in assets and 13 participants for 2024.

Original filing (PDF)20251010113044NAL0004187667001

The Experiential Group LLC

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

Form 5500-SF

FILING_RECEIVED

The Experiential Group 401(k) Plan

Defined-contribution retirement plan · The Experiential Group LLC's The Experiential Group 401(k) Plan held $806K in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$806K

Net assets (EOY)

$806K

People on this filing

Richard Tatum signed The Experiential Group LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

The Experiential Group LLC's EIN is 38-4057153.

EIN 38-4057153

Plan number 001

Plan year 2024

ACK ID 20251010113044NAL0004187667001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

The Experiential Group LLC's plan includes profit-sharing, ERISA 404(c) participant direction, 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 THE EXPERIENTIAL GROUP 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