How big is Effective Assets Inc.'s plan?

Effective Assets Inc.'s plan reported $520K in assets and 2 participants for 2024.

Original filing (PDF)20250707152857NAL0003360241001

Effective Assets Inc.

Name: Effective Assets Inc. — Effective Assets Inc., Form 5500 (2024)
Creator: Effective Assets Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Effective Assets Inc. Retirement Plan

401(k) retirement plan · Effective Assets Inc.'s Effective Assets Inc. Retirement Plan held $520K in plan assets for 2 participants in 2024.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$520K

Net assets (EOY)

$520K

Plan identifiers

Effective Assets Inc.'s EIN is 81-4413191.

EIN 81-4413191

Plan number 001

Plan year 2024

ACK ID 20250707152857NAL0003360241001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Effective Assets Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Effective Assets Inc.'s plan includes profit-sharing, a 401(k) feature, ERISA 404(c) participant direction, 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