How big is 277 Investments LLC's plan?

277 Investments LLC's plan reported $168K in assets and 113 participants for 2023.

Original filing (PDF)20240710140344NAL0030503042001

277 Investments LLC

Name: 277 Investments LLC — Form 5500 (2023)
Creator: 277 Investments LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

277 Investments LLC

401(k) retirement plan · 277 Investments LLC held $168K in plan assets for 113 participants in 2023.

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

Mackenzie Eller signed 277 Investments LLC's 2023 Form 5500 as plan administrator.

Mackenzie Eller — 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

277 Investments LLC's EIN is 47-1606719.

EIN 47-1606719

Plan number 001

Plan year 2023

ACK ID 20240710140344NAL0030503042001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for 277 Investments LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

277 Investments LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for 277 INVESTMENTS 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 (9th percentile).

Helping the score