How big is Congruent Management LLC's plan?

Congruent Management LLC's plan reported $1.9M in assets and 11 participants for 2025.

Original filing (PDF)20260423220754NAL0002764003034

Congruent Management LLC

Name: Congruent Management LLC — Congruent Management, Form 5500 (2025)
Creator: Congruent Management LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Congruent Management 401(k) Plan

401(k) retirement plan · Congruent Management LLC's Congruent Management 401(k) Plan held $1.9M in plan assets for 11 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.9M

Net assets (EOY)

$1.9M

People on this filing

Elantha Barry signed Congruent Management LLC's 2025 Form 5500 as plan administrator.

Elantha Barry — 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

Congruent Management LLC's EIN is 81-4958923.

EIN 81-4958923

Plan number 001

Plan year 2025

ACK ID 20260423220754NAL0002764003034

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Congruent Management LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Congruent Management LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for CONGRUENT MANAGEMENT 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