How big is EGAN & Associates, LLC.'s plan?

EGAN & Associates, LLC.'s plan reported $487K in assets and 8 participants for 2024.

Original filing (PDF)20250725155350NAL0003538531001

EGAN & Associates, LLC.

Name: EGAN & Associates, LLC. — EGAN & Associates, LLC, Form 5500 (2024)
Creator: EGAN & Associates, LLC.
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EGAN & Associates, LLC Retirement Trust

401(k) retirement plan · EGAN & Associates, LLC.'s EGAN & Associates, LLC Retirement Trust held $487K in plan assets for 8 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$487K

Net assets (EOY)

$487K

People on this filing

Jason Rowley signed EGAN & Associates, LLC.'s 2024 Form 5500 as plan administrator.

Jason Rowley — 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

EGAN & Associates, LLC.'s EIN is 91-1913108.

EIN 91-1913108

Plan number 001

Plan year 2024

ACK ID 20250725155350NAL0003538531001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for EGAN & Associates, LLC. from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

EGAN & Associates, LLC.'s plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a self-directed brokerage window, a default investment (QDIA).

Decision-maker contacts

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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