How big is Companion Management, LLC's plan?

Companion Management, LLC's plan reported $497K in assets and 113 participants for 2024.

Original filing (PDF)20250509154855NAL0020267328001

Companion Management, LLC

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

Form 5500-SF

FILING_RECEIVED

Companion Management, LLC 401(k) Plan

401(k) retirement plan · Companion Management, LLC's Companion Management, LLC 401(k) Plan held $497K in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$497K

Net assets (EOY)

$497K

People on this filing

TARA Evans, for TAG Resources signed Companion Management, LLC's 2024 Form 5500 as plan administrator.

TARA Evans, for TAG Resources — 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

Companion Management, LLC's EIN is 46-3973375.

EIN 46-3973375

Plan number 001

Plan year 2024

ACK ID 20250509154855NAL0020267328001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Companion Management, LLC's plan includes a default investment (QDIA), 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 COMPANION MANAGEMENT, 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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score