How big is Expansion Capital Group, LLC's plan?

Expansion Capital Group, LLC's plan reported $4.4M in assets and 78 participants for 2024.

Original filing (PDF)20250701212019NAL0007220963001

Expansion Capital Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Expansion Capital Group, LLC 401(k) Plan

401(k) retirement plan · Expansion Capital Group, LLC's Expansion Capital Group, LLC 401(k) Plan held $4.4M in plan assets for 78 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Expansion Capital Group, LLC's EIN is 46-3411381.

EIN 46-3411381

Plan number 001

Plan year 2024

ACK ID 20250701212019NAL0007220963001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Expansion Capital Group, 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 EXPANSION CAPITAL GROUP, 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