How big is Expand Financial Group, LLC's plan?

Expand Financial Group, LLC's plan reported $762K in assets and 7 participants for 2024.

Original filing (PDF)20250528092553NAL0012649328001

Expand Financial Group, LLC

Name: Expand Financial Group, LLC — Expand Financial, Form 5500 (2024)
Creator: Expand Financial Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Expand Financial Group, LLC 401(k) Plan

401(k) retirement plan · Expand Financial Group, LLC's Expand Financial Group, LLC 401(k) Plan held $762K in plan assets for 7 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$762K

Net assets (EOY)

$762K

Plan identifiers

Expand Financial Group, LLC's EIN is 82-5150905.

EIN 82-5150905

Plan number 001

Plan year 2024

ACK ID 20250528092553NAL0012649328001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Expand Financial Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Expand Financial Group, LLC's plan includes profit-sharing, a 401(k) feature.

Decision-maker contacts

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