How big is Territory East Asset Management, LLC's plan?

Territory East Asset Management, LLC's plan reported $4.4M in assets and 11 participants for 2024.

Original filing (PDF)20250715091821NAL0001883441001

Territory East Asset Management, LLC

Name: Territory East Asset Management, LLC — Team Retireme, Form 5500 (2024)
Creator: Territory East Asset Management, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Team Retirement Plan PPA PS/401(k)

401(k) retirement plan · Territory East Asset Management, LLC's Team Retirement Plan PPA PS/401(k) held $4.4M in plan assets for 11 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.4M

Net assets (EOY)

$4.4M

Plan identifiers

Territory East Asset Management, LLC's EIN is 66-0670041.

EIN 66-0670041

Plan number 001

Plan year 2024

ACK ID 20250715091821NAL0001883441001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Territory East Asset Management, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Territory East Asset Management, 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 TERRITORY EAST ASSET MANAGEMENT, 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