How big is Enterey, Inc.'s plan?

Enterey, Inc.'s plan reported $7.9M in assets and 24 participants for 2024.

Original filing (PDF)20251008075959NAL0005240961001

Enterey, Inc.

Name: Enterey, Inc. — Enterey, Inc. 401(k) Profit Sharing, Form 5500 (2024)
Creator: Enterey, Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Enterey, Inc. 401(k) Profit Sharing Plan

Defined-contribution retirement plan · Enterey, Inc.'s Enterey, Inc. 401(k) Profit Sharing Plan held $7.9M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$7.9M

Net assets (EOY)

$7.9M

Plan identifiers

Enterey, Inc.'s EIN is 47-0891926.

EIN 47-0891926

Plan number 002

Plan year 2024

ACK ID 20251008075959NAL0005240961001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Enterey, Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

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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 (95th percentile).

Plan sponsor

Name

ENTEREY, INC.

EIN

all filings

Address

200 SPECTRUM CENTER DRIVE STE 220 · IRVINE, CA · 92618

Phone

(949) 336-5200

Industry

All Other Professional Services· Professional & Technical Services

Plan administrator