How big is Enterprise Management Advisors' plan?

Enterprise Management Advisors' plan reported $470K in assets and 2 participants for 2024.

Original filing (PDF)20250404183938NAL0020230832001

Enterprise Management Advisors

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

Form 5500-SF

FILING_RECEIVED

Enterprise Management Advisors 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Enterprise Management Advisors' Enterprise Management Advisors 401(k) Profit Sharing Plan & Trust held $470K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$470K

Net assets (EOY)

$470K

People on this filing

Janelle Blanco signed Enterprise Management Advisors' 2024 Form 5500 as plan administrator.

Janelle Blanco — 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

Enterprise Management Advisors' EIN is 80-0716299.

EIN 80-0716299

Plan number 001

Plan year 2024

ACK ID 20250404183938NAL0020230832001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Enterprise Management Advisors' 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 ENTERPRISE MANAGEMENT ADVISORS.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).
High account-holder ratio — balance-holders per active participant in the top 15% of peers (89th percentile).

Plan sponsor

Name

ENTERPRISE MANAGEMENT ADVISORS

EIN

all filings

Address

466 FOOTHILL BLVD # 318 · LA CANADA, CA · 910113518

Phone

(818) 590-4387

Industry

Finance & Insurance

Plan administrator