How big is Conversion Geeks LLC's plan?

Conversion Geeks LLC's plan reported $214K in assets and 21 participants for 2025.

Original filing (PDF)20260430220441NAL0000222515016

Conversion Geeks LLC

Name: Conversion Geeks LLC — Whiteboard Geeks 401(k) Plan, Form 5500 (2025)
Creator: Conversion Geeks LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Whiteboard Geeks 401(k) Plan

401(k) retirement plan · Conversion Geeks LLC's Whiteboard Geeks 401(k) Plan held $214K in plan assets for 21 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$214K

Net assets (EOY)

$214K

Plan identifiers

Conversion Geeks LLC's EIN is 46-1878944.

EIN 46-1878944

Plan number 001

Plan year 2025

ACK ID 20260430220441NAL0000222515016

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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