How big is Edefi Solutions, LLC's plan?

Edefi Solutions, LLC's plan reported $323K in assets and 3 participants for 2024.

Original filing (PDF)20250917140421NAL0000584657001

Edefi Solutions, LLC

Name: Edefi Solutions, LLC — Edefi Solutions 401(k) Plan, Form 5500 (2024)
Creator: Edefi Solutions, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Edefi Solutions 401(k) Plan

401(k) retirement plan · Edefi Solutions, LLC's Edefi Solutions 401(k) Plan held $323K in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$323K

Net assets (EOY)

$323K

People on this filing

Jeremy Macliver signed Edefi Solutions, LLC's 2024 Form 5500 as plan administrator.

Jeremy Macliver — 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

Edefi Solutions, LLC's EIN is 83-2061082.

EIN 83-2061082

Plan number 001

Plan year 2024

ACK ID 20250917140421NAL0000584657001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Edefi Solutions, LLC's plan includes profit-sharing, a 401(k) feature, a self-directed brokerage window, 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 EDEFI SOLUTIONS, 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