How big is Efficient Enterprise Engineeri's plan?

Efficient Enterprise Engineeri's plan reported $1.2M in assets and 3 participants for 2024.

Original filing (PDF)20250507154906NAL0024602098001

Efficient Enterprise Engineeri

Name: Efficient Enterprise Engineeri — Efficient Enterpris, Form 5500 (2024)
Creator: Efficient Enterprise Engineeri
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Efficient Enterprise Engineeri 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Efficient Enterprise Engineeri's Efficient Enterprise Engineeri 401(k) Profit Sharing Plan & Trust held $1.2M in plan assets for 3 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$1.2M

Net assets (EOY)

$1.2M

People on this filing

Jarrod Olivarez signed Efficient Enterprise Engineeri's 2024 Form 5500 as plan administrator.

Jarrod Olivarez — 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

Efficient Enterprise Engineeri's EIN is 86-0850941.

EIN 86-0850941

Plan number 001

Plan year 2024

ACK ID 20250507154906NAL0024602098001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Efficient Enterprise Engineeri from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Efficient Enterprise Engineeri'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 EFFICIENT ENTERPRISE ENGINEERI.

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

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (97th percentile).

Plan sponsor

Name

EFFICIENT ENTERPRISE ENGINEERI

EIN

all filings

Address

PO BOX 24258 · TEMPE, AZ · 852854258

Phone

(480) 756-9393

Industry

Software Publishers· Information / Tech / Media

Plan administrator