How big is Claim Consultant Group, LLC's plan?

Claim Consultant Group, LLC's plan reported $504K in assets and 9 participants for 2024.

Original filing (PDF)20250619130242NAL0001860403001

Claim Consultant Group, LLC

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

Form 5500-SF

FILING_RECEIVED

Claim Consultant Group, LLC 401(k) Plan

401(k) retirement plan · Claim Consultant Group, LLC's Claim Consultant Group, LLC 401(k) Plan held $504K in plan assets for 9 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$504K

Net assets (EOY)

$504K

Plan identifiers

Claim Consultant Group, LLC's EIN is 80-0963728.

EIN 80-0963728

Plan number 001

Plan year 2024

ACK ID 20250619130242NAL0001860403001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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 account-holder ratio — balance-holders per active participant in the top 15% of peers (92nd percentile).

Plan sponsor

Name

CLAIM CONSULTANT GROUP, LLC

EIN

all filings

Address

308 MEADOWLARK STREET · LAKEWAY, TX · 78734

Phone

(404) 822-8943

Industry

Finance & Insurance

Plan administrator