How big is Expertise LLC's plan?

Expertise LLC's plan reported $230K in assets for 2025.

Original filing (PDF)20260427220607NAL0009127537031

Expertise LLC

Name: Expertise LLC — Expertise 401(k) Plan, Form 5500 (2025)
Creator: Expertise LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Expertise 401(k) Plan

401(k) retirement plan · Expertise LLC's Expertise 401(k) Plan reported $230K in plan assets in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$230K

Net assets (EOY)

$230K

People on this filing

Elantha Barry signed Expertise LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Expertise LLC's EIN is 47-2606207.

EIN 47-2606207

Plan number 001

Plan year 2025

ACK ID 20260427220607NAL0009127537031

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Expertise LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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