How big is Plaid Agency LLC's plan?

Plaid Agency LLC's plan reported $309K in assets and 10 participants for 2024.

Original filing (PDF)20251010112526NAL0012974256001

Plaid Agency LLC

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

Form 5500-SF

FILING_RECEIVED

Plaid Agency LLC 401(k) Plan

401(k) retirement plan · Plaid Agency LLC's Plaid Agency LLC 401(k) Plan held $309K in plan assets for 10 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$309K

Net assets (EOY)

$309K

People on this filing

Richard Tatum signed Plaid Agency LLC's 2024 Form 5500 as plan administrator.

Richard Tatum — 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

Plaid Agency LLC's EIN is 47-3849272.

EIN 47-3849272

Plan number 001

Plan year 2024

ACK ID 20251010112526NAL0012974256001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Plaid Agency LLC's plan includes 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 PLAID AGENCY 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