How big is Pledge Financial LLC's plan?

Pledge Financial LLC's plan reported $659K in assets and 243 participants for 2025.

Original filing (PDF)20260424083938NAL0003076787001

Pledge Financial LLC

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

Form 5500-SF

FILING_RECEIVED

Pledge Financial LLC 401(k) Profit Sharing Plan & Trust

401(k) retirement plan · Pledge Financial LLC's Pledge Financial LLC 401(k) Profit Sharing Plan & Trust held $659K in plan assets for 243 participants in 2025.

Signals · 1

No auditor on file

Active participants

243

Accounts w/ balance

Plan assets (EOY)

$659K

Net assets (EOY)

$659K

Plan identifiers

Pledge Financial LLC's EIN is 87-3444389.

EIN 87-3444389

Plan number 002

Plan year 2025

ACK ID 20260424083938NAL0003076787001

Official Form 5500 document

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

Download the official 2025 Form 5500 (PDF)

Plan features

Pledge Financial 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 PLEDGE FINANCIAL LLC.

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Plan health score

Average plan with room to improve

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 independent qualified public accountant (IQPA) named.
Low account-holder ratio — balance-holders per active participant in the bottom quartile of peers (10th percentile).

Helping the score