How big is Battery East Group's plan?

Battery East Group's plan reported $2.0M in assets and 7 participants for 2024.

Original filing (PDF)20250509132902NAL0020037248001

Battery East Group

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

Form 5500-SF

FILING_RECEIVED

Scenic Advisement LLC 401(k) Plan

401(k) retirement plan · Battery East Group's Scenic Advisement LLC 401(k) Plan held $2.0M in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.0M

Net assets (EOY)

$2.0M

People on this filing

Kathleen E Boord signed Battery East Group's 2024 Form 5500 as plan administrator.

Kathleen E Boord — 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

Battery East Group's EIN is 46-3601726.

EIN 46-3601726

Plan number 001

Plan year 2024

ACK ID 20250509132902NAL0020037248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Battery East Group's plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (96th percentile).

Plan sponsor

Name

BATTERY EAST GROUP

EIN

all filings

Address

915 BATTERY STREET · FIRST FLOOR · SAN FRANCISCO, CA · 94117

Phone

(415) 844-0646

Industry

Finance & Insurance

Plan administrator