How big is Engage R&D Inc.'s plan?

Engage R&D Inc.'s plan reported $4.1M in assets and 12 participants for 2025.

Original filing (PDF)20260414095226NAL0010991907001

Engage R&D Inc.

Name: Engage R&D Inc. — Engage R&D 401(k) Plan, Form 5500 (2025)
Creator: Engage R&D Inc.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Engage R&D 401(k) Plan

401(k) retirement plan · Engage R&D Inc.'s Engage R&D 401(k) Plan held $4.1M in plan assets for 12 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$4.1M

Net assets (EOY)

$4.1M

Plan identifiers

Engage R&D Inc.'s EIN is 82-0676544.

EIN 82-0676544

Plan number 001

Plan year 2025

ACK ID 20260414095226NAL0010991907001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for Engage R&D Inc. from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

Engage R&D Inc.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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

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

Plan sponsor

Name

ENGAGE R&D INC.

EIN

all filings

Address

556 S. FAIR OAKS AVE., STE 101 #603 · PASADENA, CA · 91105

Phone

(760) 271-3140

Industry

Professional & Technical Services

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-04-14

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

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

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