How big is EFI Group, LLC's plan?

EFI Group, LLC's plan reported $4.6M in assets and 15 participants for 2024.

Original filing (PDF)20250620124354NAL0009649890001

EFI Group, LLC

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

Form 5500-SF

FILING_RECEIVED

EFI Group 401(k) Plan

401(k) retirement plan · EFI Group, LLC's EFI Group 401(k) Plan held $4.6M in plan assets for 15 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.6M

Net assets (EOY)

$4.6M

People on this filing

BETH HESS signed EFI Group, LLC's 2024 Form 5500 as plan administrator.

BETH HESS — 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

EFI Group, LLC's EIN is 52-2166671.

EIN 52-2166671

Plan number 001

Plan year 2024

ACK ID 20250620124354NAL0009649890001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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.

Plan sponsor

Name

EFI GROUP, LLC

EIN

all filings

Address

1777 REISTERSTOWN RD STE 384 · PIKESVILLE, MD · 212081393

Phone

(410) 368-5101

Industry

Engineering Services· Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-06-20

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

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