How big is The Analyst Group LLC's plan?

The Analyst Group LLC's plan reported $616K in assets and 9 participants for 2025.

Original filing (PDF)20260505075029NAL0001194210001

The Analyst Group LLC

Name: The Analyst Group LLC — The Analyst Group LLC 401(k), Form 5500 (2025)
Creator: The Analyst Group LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Analyst Group LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · The Analyst Group LLC's The Analyst Group LLC 401(k) Profit Sharing Plan & Trust held $616K in plan assets for 9 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$616K

Net assets (EOY)

$616K

People on this filing

Edward Rojas signed The Analyst Group LLC's 2025 Form 5500 as plan administrator.

Edward Rojas — 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 Analyst Group LLC's EIN is 41-2201915.

EIN 41-2201915

Plan number 001

Plan year 2025

ACK ID 20260505075029NAL0001194210001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Analyst Group LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Analyst Group 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 THE ANALYST 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

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 (99th percentile).

Plan sponsor

Name

THE ANALYST GROUP LLC

EIN

all filings

Address

5185 ELMIRA ST · MILTON, FL · 325705905

Phone

(850) 375-8292

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator