· 2022–2024 · DOL EFAST2

ACHIEVING EXPECTATIONS LLC — ACHIEVING EXPECTATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST, Form 5500 (2024)

Original filing (PDF)20250508152811NAL0012148593001

ACHIEVING EXPECTATIONS LLC

Form 5500-SF

FILING_RECEIVED

ACHIEVING EXPECTATIONS LLC 401(K) PROFIT SHARING PLAN & TRUST

401(k) retirement plan

Active participants

82

Accounts w/ balance

55

Plan assets (EOY)

$12K

Net assets (EOY)

$12K

Plan health score

Above-average plan

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

26

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for ACHIEVING EXPECTATIONS LLC.

Plan sponsor

Name

ACHIEVING EXPECTATIONS LLC

EIN

81-5321973all filings

Address

300 E OAKLAND PARK BLVD · OAKLAND PARK, FL · 333342148

Phone

(954) 861-9161

Industry

Other Services (ex. Public Admin)see all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

002

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-05-08

Pension benefit codes

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2S · Automatic enrollment

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Audit & trust (Schedule H)

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size Other Services (ex. Public Admin) plans

PENINSULA VASCULAR CENTER PC

PENINSULA VASCULAR CENTER PC 401(K) PROFIT SHARING PLAN & TRUST

$12K · 1 participants

REGIONAL AUDIO VIDEO EXPERTS L

REGIONAL AUDIO VIDEO EXPERTS L 401(K) PROFIT SHARING PLAN & TRUST

$12K · 3 participants

5901 STETSON HILLS 901 INC

STETSON HILLS 901 INC 401(K) PLAN

$12K · 13 participants

JEFF MAGGI CONSTRUCTION INC

JEFF MAGGI CONSTRUCTION INC 401(K) PROFIT SHARING PLAN & TRUST

$12K · 2 participants

LOCKETZ FACIAL PLASTIC SURGERY P

Researching more plans? Run a Form 5500 search by company name, EIN, or plan name.