How big is Expert Analytics LLC's plan?

Expert Analytics LLC's plan reported $151K in assets and 10 participants for 2023.

Original filing (PDF)20241010002000NAL0009626451001

Expert Analytics LLC

Name: Expert Analytics LLC — Expert Analytics LLC 401(k), Form 5500 (2023)
Creator: Expert Analytics LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Expert Analytics LLC 401(k) Plan

401(k) retirement plan · Expert Analytics LLC's Expert Analytics LLC 401(k) Plan held $151K in plan assets for 10 participants in 2023.

Active participants

Accounts w/ balance

Plan assets (EOY)

$151K

Net assets (EOY)

$151K

People on this filing

Carolyn Grotz signed Expert Analytics LLC's 2023 Form 5500 as plan administrator.

Carolyn Grotz — 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

Expert Analytics LLC's EIN is 81-1014060.

EIN 81-1014060

Plan number 001

Plan year 2023

ACK ID 20241010002000NAL0009626451001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for Expert Analytics LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

Expert Analytics 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 EXPERT ANALYTICS 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

Knocking points off