How big is EFS Firm, LP's plan?

EFS Firm, LP's plan reported $303K in assets and 2 participants for 2025.

Original filing (PDF)20260202111558NAL0001803123001

EFS Firm, LP

Name: EFS Firm, LP — EFS Firm, LLC 401(k) Plan, Form 5500 (2025)
Creator: EFS Firm, LP
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

EFS Firm, LLC 401(k) Plan

401(k) retirement plan · EFS Firm, LP's EFS Firm, LLC 401(k) Plan held $303K in plan assets for 2 participants in 2025.

Signals · 1

High average account balance

Active participants

Accounts w/ balance

Plan assets (EOY)

$303K

Net assets (EOY)

$303K

Plan identifiers

EFS Firm, LP's EIN is 92-1637680.

EIN 92-1637680

Plan number 001

Plan year 2025

ACK ID 20260202111558NAL0001803123001

Official Form 5500 document

Download the official 2025 Form 5500 (PDF) for EFS Firm, LP from the U.S. Department of Labor's EFAST2 system.

Download the official 2025 Form 5500 (PDF)

Plan features

EFS Firm, LP'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 EFS FIRM, LP.

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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

Cost not scored — no comparable Schedule H expense data for this cohort.
High average account balance (94th percentile).

Plan sponsor

Name

EFS FIRM, LP

EIN

all filings

Address

302 HOLLEMAN DRIVE EAST, #200 · COLLEGE STATION, TX · 77840

Phone

(979) 680-0658

Industry

Finance & Insurance

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

001

Plan year

2025

Plan year begin

2025-01-01

Tax period

2025-12-31

Filed

2026-02-02

Pension benefit codes

2A · Age/service weighted or new comparability

2E · Profit-sharing

2F · ERISA section 404(c)

2G · Total participant-directed accounts

2J · 401(k) feature

2K · 401(m) arrangement

2T · Default investment account (QDIA)

3D · Pre-approved plan (master / prototype / VS)

Service providers (Schedule C)

Small plans don't disclose service providers

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