How big is Tactivest LLC's plan?

Tactivest LLC's plan reported $1.3M in assets and 2 participants for 2024.

Original filing (PDF)20251004103118NAL0003349248001

Tactivest LLC

Name: Tactivest LLC — Tactivest 401(k) Plan, Form 5500 (2024)
Creator: Tactivest LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Tactivest 401(k) Plan

401(k) retirement plan · Tactivest LLC's Tactivest 401(k) Plan held $1.3M in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Everest WONG signed Tactivest LLC's 2024 Form 5500 as plan administrator.

Everest WONG — 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

Tactivest LLC's EIN is 47-1831884.

EIN 47-1831884

Plan number 001

Plan year 2024

ACK ID 20251004103118NAL0003349248001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Tactivest LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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

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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