How big is Terrell Group Management LLC's plan?

Terrell Group Management LLC's plan reported $168K in assets and 2 participants for 2024.

Original filing (PDF)20250415220649NAL0004111489007

Terrell Group Management LLC

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

Form 5500-SF

FILING_RECEIVED

Terrell Group Management 401(k) Plan

401(k) retirement plan · Terrell Group Management LLC's Terrell Group Management 401(k) Plan held $168K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$168K

Net assets (EOY)

$168K

People on this filing

QIAN LIU signed Terrell Group Management LLC's 2024 Form 5500 as plan administrator.

QIAN LIU — 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

Terrell Group Management LLC's EIN is 71-0965256.

EIN 71-0965256

Plan number 001

Plan year 2024

ACK ID 20250415220649NAL0004111489007

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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