How big is Assertus Holdings, LLC.'s plan?

Assertus Holdings, LLC.'s plan reported $1.1M in assets and 90 participants for 2024.

Original filing (PDF)20250602105321NAL0017536688001

Assertus Holdings, LLC.

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

Form 5500-SF

FILING_RECEIVED

Assertus 401(k) Plan

Defined-contribution retirement plan · Assertus Holdings, LLC.'s Assertus 401(k) Plan held $1.1M in plan assets for 90 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.1M

Net assets (EOY)

$1.1M

People on this filing

Jose A. Lazaro-Rodriguez signed Assertus Holdings, LLC.'s 2024 Form 5500 as plan administrator.

Jose A. Lazaro-Rodriguez — 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

Assertus Holdings, LLC.'s EIN is 66-0707485.

EIN 66-0707485

Plan number 001

Plan year 2024

ACK ID 20250602105321NAL0017536688001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Assertus Holdings, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ASSERTUS HOLDINGS, 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

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off