How big is EFO Management LLC's plan?

EFO Management LLC's plan reported $3.5M in assets and 13 participants for 2024.

Original filing (PDF)20251002070124NAL0000116577001

EFO Management LLC

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

Form 5500-SF

FILING_RECEIVED

EFO Management, LLC 401(k) Plan

401(k) retirement plan · EFO Management LLC's EFO Management, LLC 401(k) Plan held $3.5M in plan assets for 13 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.5M

Net assets (EOY)

$3.5M

People on this filing

Shirley Horner signed EFO Management LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

EFO Management LLC's EIN is 46-3059976.

EIN 46-3059976

Plan number 001

Plan year 2024

ACK ID 20251002070124NAL0000116577001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

EFO Management LLC'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 EFO MANAGEMENT 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

Helping the score