How big is Engage Retirement, LLC's plan?

Engage Retirement, LLC's plan reported $205K in assets and 2 participants for 2024.

Original filing (PDF)20250708075412NAL0002498659001

Engage Retirement, LLC

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

Form 5500-SF

FILING_RECEIVED

Engage Retirement 401(k) Plan

401(k) retirement plan · Engage Retirement, LLC's Engage Retirement 401(k) Plan held $205K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$205K

Net assets (EOY)

$205K

People on this filing

Jerry Todd signed Engage Retirement, LLC's 2024 Form 5500 as plan administrator.

Jerry Todd — 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

Engage Retirement, LLC's EIN is 81-0618943.

EIN 81-0618943

Plan number 001

Plan year 2024

ACK ID 20250708075412NAL0002498659001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Engage Retirement, 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 ENGAGE RETIREMENT, 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