How big is GIVE, LLC's plan?

GIVE, LLC's plan reported $70K in assets and 105 participants for 2023.

Original filing (PDF)20241011094454NAL0022507185001

GIVE, LLC

Name: GIVE, LLC — GIVE, LLC 401(k) Plan, Form 5500 (2023)
Creator: GIVE, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

GIVE, LLC 401(k) Plan

401(k) retirement plan · GIVE, LLC's GIVE, LLC 401(k) Plan held $70K in plan assets for 105 participants in 2023.

Active participants

105

Accounts w/ balance

Plan assets (EOY)

$70K

Net assets (EOY)

$70K

People on this filing

Stacey Garrett signed GIVE, LLC's 2023 Form 5500 as plan administrator.

Stacey Garrett — 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

GIVE, LLC's EIN is 85-1997655.

EIN 85-1997655

Plan number 001

Plan year 2023

ACK ID 20241011094454NAL0022507185001

Official Form 5500 document

Download the official 2023 Form 5500 (PDF) for GIVE, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2023 Form 5500 (PDF)

Plan features

GIVE, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for GIVE, LLC.

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Plan health score

Above-average plan

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

Total plan cost

n/a

Plan health

Vendor & structure

100

Knocking points off

No IQPA named; plan is in the 80-120 transition zone.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (3rd percentile).

Helping the score