How big is Assertive Professionals LLC's plan?

Assertive Professionals LLC's plan reported $2.4M in assets and 31 participants for 2024.

Original filing (PDF)20251013105845NAL0001760720001

Assertive Professionals LLC

Name: Assertive Professionals LLC — Assertive Professional, Form 5500 (2024)
Creator: Assertive Professionals LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Assertive Professionals LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Assertive Professionals LLC's Assertive Professionals LLC 401(k) Profit Sharing Plan & Trust held $2.4M in plan assets for 31 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

Tiffany Shaffery signed Assertive Professionals LLC's 2024 Form 5500 as plan administrator.

Tiffany Shaffery — 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

Assertive Professionals LLC's EIN is 47-4515210.

EIN 47-4515210

Plan number 001

Plan year 2024

ACK ID 20251013105845NAL0001760720001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Assertive Professionals 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 ASSERTIVE PROFESSIONALS 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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (94th percentile).

Plan sponsor

Name

ASSERTIVE PROFESSIONALS LLC

EIN

all filings

Address

200 N BENNETT ST UNIT 1 · SOUTHERN PINES, NC · 283874811

Phone

(571) 982-6055

Industry

Professional & Technical Services

Plan administrator