How big is Group 206, LLC's plan?

Group 206, LLC's plan reported $150K in assets and 5 participants for 2024.

Original filing (PDF)20250821142305NAL0004245921001

Group 206, LLC

Name: Group 206, LLC — Group 206, LLC 401(k) Plan, Form 5500 (2024)
Creator: Group 206, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Group 206, LLC 401(k) Plan

401(k) retirement plan · Group 206, LLC's Group 206, LLC 401(k) Plan held $150K in plan assets for 5 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$150K

Net assets (EOY)

$150K

People on this filing

NIMA Taghavi signed Group 206, LLC's 2024 Form 5500 as plan administrator.

NIMA Taghavi — 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

Group 206, LLC's EIN is 46-2888235.

EIN 46-2888235

Plan number 001

Plan year 2024

ACK ID 20250821142305NAL0004245921001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Group 206, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Group 206, LLC's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GROUP 206, 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

Knocking points off

Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (23rd percentile).

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Plan sponsor

Name

GROUP 206, LLC

EIN

all filings

Address

3857 BIRCH STREET SUITE 956 · NEWPORT BEACH, CA · 92660

Phone

(949) 877-7605

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-08-21

Pension benefit codes

2E · Profit-sharing

2J · 401(k) feature

2K · 401(m) arrangement

2F · ERISA section 404(c)

2G · Total participant-directed accounts

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

Service providers (Schedule C)

Small plans don't disclose service providers

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