How big is Elite Professionals Referral AGE's plan?

Elite Professionals Referral AGE's plan reported $140K in assets and 2 participants for 2024.

Original filing (PDF)20250523054532NAL0005437696001

Elite Professionals Referral AGE

Name: Elite Professionals Referral AGE — Elite Professiona, Form 5500 (2024)
Creator: Elite Professionals Referral AGE
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Elite Professionals Referral a 401(k) Profit Sharing Plan & TRU

401(k) retirement plan · Elite Professionals Referral AGE's Elite Professionals Referral a 401(k) Profit Sharing Plan & TRU held $140K in plan assets for 2 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$140K

Net assets (EOY)

$140K

People on this filing

Nanci NUNO signed Elite Professionals Referral AGE's 2024 Form 5500 as plan administrator.

Nanci NUNO — 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

Elite Professionals Referral AGE's EIN is 83-2375942.

EIN 83-2375942

Plan number 001

Plan year 2024

ACK ID 20250523054532NAL0005437696001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Elite Professionals Referral AGE from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Elite Professionals Referral AGE's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, 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 ELITE PROFESSIONALS REFERRAL AGE.

Finding similar companies…

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