Original filing (PDF)20250714104817NAL0000806915001

THE ANALYST GROUP LLC

Name: THE ANALYST GROUP LLC — THE ANALYST GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)
Creator: THE ANALYST GROUP LLC

Form 5500-SF

FILING_RECEIVED

THE ANALYST GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

Accounts w/ balance

Plan assets (EOY)

$599K

Net assets (EOY)

$599K

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 (96th percentile).

Decision-maker contacts

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

Plan sponsor

Name

THE ANALYST GROUP LLC

EIN

41-2201915

Address

5185 ELMIRA ST · MILTON, FL · 325705905

Phone

(850) 375-8292

Industry