How big is Amundson Group LLC's plan?

Amundson Group LLC's plan reported $92K in assets and 26 participants for 2024.

Original filing (PDF)20250611080707NAL0026854560001

Amundson Group LLC

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

Form 5500-SF

FILING_RECEIVED

Amundson Group, LLC 401(k) Plan

401(k) retirement plan · Amundson Group LLC's Amundson Group, LLC 401(k) Plan held $92K in plan assets for 26 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$92K

Net assets (EOY)

$92K

People on this filing

Shirley Horner signed Amundson Group LLC's 2024 Form 5500 as plan administrator.

Shirley Horner — 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

Amundson Group LLC's EIN is 84-4204543.

EIN 84-4204543

Plan number 001

Plan year 2024

ACK ID 20250611080707NAL0026854560001

Official Form 5500 document

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

Download the official 2024 Form 5500 (PDF)

Plan features

Amundson 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 AMUNDSON 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