How big is Executive Personnel Group, LLC's plan?

Executive Personnel Group, LLC's plan reported $1.4M in assets and 113 participants for 2024.

Original filing (PDF)20251016114932NAL0006606673001

Executive Personnel Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Executive Personnel Group, LLC Retirement Plan

401(k) retirement plan · Executive Personnel Group, LLC's Executive Personnel Group, LLC Retirement Plan held $1.4M in plan assets for 113 participants in 2024.

Active participants

113

Accounts w/ balance

Plan assets (EOY)

$1.4M

Net assets (EOY)

$1.4M

People on this filing

Sandra Warren signed Executive Personnel Group, LLC's 2024 Form 5500 as plan administrator.

Sandra Warren — 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

Executive Personnel Group, LLC's EIN is 56-2127261.

EIN 56-2127261

Plan number 001

Plan year 2024

ACK ID 20251016114932NAL0006606673001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Executive Personnel 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 EXECUTIVE PERSONNEL GROUP, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (2nd percentile).

Helping the score