How big is Arellano Associates, LLC's plan?

Arellano Associates, LLC's plan reported $2.6M in assets and 64 participants for 2024.

Original filing (PDF)20251002223131NAL0000556675001

Arellano Associates, LLC

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

Form 5500-SF

FILING_RECEIVED

Arellano Associates, LLC 401(k) Plan

401(k) retirement plan · Arellano Associates, LLC's Arellano Associates, LLC 401(k) Plan held $2.6M in plan assets for 64 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.6M

Net assets (EOY)

$2.6M

People on this filing

Heather Stewart signed Arellano Associates, LLC's 2024 Form 5500 as plan administrator.

Heather Stewart — 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

Arellano Associates, LLC's EIN is 45-4181058.

EIN 45-4181058

Plan number 001

Plan year 2024

ACK ID 20251002223131NAL0000556675001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Arellano Associates, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

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

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Plan health score

Above-average plan

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