How big is Eagle Rock LI Holdings, LLC's plan?

Eagle Rock LI Holdings, LLC's plan reported $670K in assets and 59 participants for 2024.

Original filing (PDF)20250821132054NAL0004290337001

Eagle Rock LI Holdings, LLC

Name: Eagle Rock LI Holdings, LLC — Eagle Rock LI, Form 5500 (2024)
Creator: Eagle Rock LI Holdings, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Eagle Rock LI Holdings, LLC 401(k) P/S Plan

401(k) retirement plan · Eagle Rock LI Holdings, LLC's Eagle Rock LI Holdings, LLC 401(k) P/S Plan held $670K in plan assets for 59 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$670K

Net assets (EOY)

$670K

People on this filing

Vinely Day signed Eagle Rock LI Holdings, LLC's 2024 Form 5500 as plan administrator.

Vinely Day — 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

Eagle Rock LI Holdings, LLC's EIN is 47-3349695.

EIN 47-3349695

Plan number 001

Plan year 2024

ACK ID 20250821132054NAL0004290337001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Eagle Rock LI Holdings, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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

Knocking points off