How big is POE and Co LLC.'s plan?

POE and Co LLC.'s plan reported $54K in assets and 29 participants for 2025.

Original filing (PDF)20260505220119NAL0001032547031

POE and Co LLC.

Name: POE and Co LLC. — POE and 401(k) Plan, Form 5500 (2025)
Creator: POE and Co LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

POE and 401(k) Plan

401(k) retirement plan · POE and Co LLC.'s POE and 401(k) Plan held $54K in plan assets for 29 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$54K

Net assets (EOY)

$54K

Plan identifiers

POE and Co LLC.'s EIN is 82-4799000.

EIN 82-4799000

Plan number 001

Plan year 2025

ACK ID 20260505220119NAL0001032547031

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

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

Decision-maker contacts

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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

Vendor & structure

100

Helping the score