How big is The Estes Group, LLC's plan?

The Estes Group, LLC's plan reported $1.5M in assets and 20 participants for 2025.

Original filing (PDF)20260422220111NAL0002211811020

The Estes Group, LLC

Name: The Estes Group, LLC — The Estes Group, LLC 401(k), Form 5500 (2025)
Creator: The Estes Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

The Estes Group, LLC 401(k) Plan

401(k) retirement plan · The Estes Group, LLC's The Estes Group, LLC 401(k) Plan held $1.5M in plan assets for 20 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.5M

Net assets (EOY)

$1.5M

Plan identifiers

The Estes Group, LLC's EIN is 84-2003133.

EIN 84-2003133

Plan number 001

Plan year 2025

ACK ID 20260422220111NAL0002211811020

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for The Estes Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

The Estes Group, LLC'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 THE ESTES 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