How big is The Estridge Group, LLC's plan?

The Estridge Group, LLC's plan reported $1.3M in assets and 3 participants for 2024.

Original filing (PDF)20250529055827NAL0004690739001

The Estridge Group, LLC

Name: The Estridge Group, LLC — The Estridge Group, LLC, Form 5500 (2024)
Creator: The Estridge Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Estridge Group, LLC 401(k) Profit Sharing Plan

401(k) retirement plan · The Estridge Group, LLC's The Estridge Group, LLC 401(k) Profit Sharing Plan held $1.3M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.3M

Net assets (EOY)

$1.3M

People on this filing

Robert Otoole signed The Estridge Group, LLC's 2024 Form 5500 as plan administrator.

Robert Otoole — 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

The Estridge Group, LLC's EIN is 52-1659258.

EIN 52-1659258

Plan number 001

Plan year 2024

ACK ID 20250529055827NAL0004690739001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for The Estridge Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for THE ESTRIDGE GROUP, LLC.

Finding similar companies…

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