How big is Estate Ventures LLC's plan?

Estate Ventures LLC's plan reported $742K in assets and 22 participants for 2025.

Original filing (PDF)20260520102233NAL0001504353001

Estate Ventures LLC

Name: Estate Ventures LLC — McGreevy Neurohealth, Form 5500 (2025)
Creator: Estate Ventures LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

McGreevy Neurohealth

401(k) retirement plan · Estate Ventures LLC's McGreevy Neurohealth held $742K in plan assets for 22 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$742K

Net assets (EOY)

$742K

People on this filing

Aureanne McGreevy signed Estate Ventures LLC's 2025 Form 5500 as plan administrator.

Aureanne McGreevy — 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

Estate Ventures LLC's EIN is 47-2927698.

EIN 47-2927698

Plan number 001

Plan year 2025

ACK ID 20260520102233NAL0001504353001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Estate Ventures 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 ESTATE VENTURES 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