How big is Engelson and Associates, Ltd.'s plan?

Engelson and Associates, Ltd.'s plan reported $4.5M in assets and 18 participants for 2024.

Original filing (PDF)20250616055547NAL0000368195001

Engelson and Associates, Ltd.

Name: Engelson and Associates, Ltd. — Engelson and, Form 5500 (2024)
Creator: Engelson and Associates, Ltd.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engelson and Associates, Ltd. 401(k) Retirement Plan

401(k) retirement plan · Engelson and Associates, Ltd.'s Engelson and Associates, Ltd. 401(k) Retirement Plan held $4.5M in plan assets for 18 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.5M

Net assets (EOY)

$4.5M

People on this filing

William Sherry signed Engelson and Associates, Ltd.'s 2024 Form 5500 as plan administrator.

William Sherry — 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

Engelson and Associates, Ltd.'s EIN is 39-1625814.

EIN 39-1625814

Plan number 001

Plan year 2024

ACK ID 20250616055547NAL0000368195001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Engelson and Associates, Ltd. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Engelson and Associates, Ltd.'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 ENGELSON AND ASSOCIATES, LTD.

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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