How big is Instrumental Group LLC's plan?

Instrumental Group LLC's plan reported $581K in assets and 57 participants for 2025.

Original filing (PDF)20260416131423NAL0027041458001

Instrumental Group LLC

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

Form 5500-SF

FILING_RECEIVED

Instrumental Group 401(k) Plan

401(k) retirement plan · Instrumental Group LLC's Instrumental Group 401(k) Plan held $581K in plan assets for 57 participants in 2025.

Active participants

Accounts w/ balance

Plan assets (EOY)

$581K

Net assets (EOY)

$581K

People on this filing

Alicia M. Turner signed Instrumental Group LLC's 2025 Form 5500 as plan administrator.

Alicia M. Turner — 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

Instrumental Group LLC's EIN is 87-2969088.

EIN 87-2969088

Plan number 001

Plan year 2025

ACK ID 20260416131423NAL0027041458001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Instrumental 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 INSTRUMENTAL 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