How big is NTRG, L.P.'s plan?

NTRG, L.P.'s plan reported $2.4M in assets and 9 participants for 2024.

Original filing (PDF)20250702161532NAL0031936530002

NTRG, L.P.

Name: NTRG, L.P. — National Tax Resource Group 401(k) Plan, Form 5500 (2024)
Creator: NTRG, L.P.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

National Tax Resource Group 401(k) Plan

401(k) retirement plan · NTRG, L.P.'s National Tax Resource Group 401(k) Plan held $2.4M in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$2.4M

Net assets (EOY)

$2.4M

People on this filing

ANDY RIOS signed NTRG, L.P.'s 2024 Form 5500 as plan administrator.

ANDY RIOS — 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

NTRG, L.P.'s EIN is 59-3784576.

EIN 59-3784576

Plan number 002

Plan year 2024

ACK ID 20250702161532NAL0031936530002

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for NTRG, L.P. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

NTRG, L.P.'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 NTRG, L.P..

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

Knocking points off