How big is Executive Functions Management, Inc.'s plan?

Executive Functions Management, Inc.'s plan reported $1.7M in assets and 12 participants for 2024.

Original filing (PDF)20250612093105NAL0016647489001

Executive Functions Management, Inc.

Name: Executive Functions Management, Inc. — EFM 401(k), Form 5500 (2024)
Creator: Executive Functions Management, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EFM 401(k) Plan

401(k) retirement plan · Executive Functions Management, Inc.'s EFM 401(k) Plan held $1.7M in plan assets for 12 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.7M

Net assets (EOY)

$1.7M

Plan identifiers

Executive Functions Management, Inc.'s EIN is 42-1521693.

EIN 42-1521693

Plan number 001

Plan year 2024

ACK ID 20250612093105NAL0016647489001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Executive Functions Management, Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Executive Functions Management, Inc.'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 EXECUTIVE FUNCTIONS MANAGEMENT, INC.

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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